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Sapient Capital’s Phillips 66 PSX Stock Holding History

Sapient Capital’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$211K Buy
1,251
+37
+3% +$6.37K ﹤0.01% 380
2026
Q1 		$221K Sell
1,214
-2,255
-65% -$353K ﹤0.01% 412
2025
Q4 		$449K Buy
+3,469
New +$467K 0.01% 281
2024
Q4 		– Sell
-1,574
Closed -$207K – 402
2024
Q3 		$207K Hold
1,574
– – ﹤0.01% 372
2024
Q2 		$222K Sell
1,574
-2
-0.1% -$296 ﹤0.01% 336
2024
Q1 		$257K Sell
1,576
-72
-4% -$10.4K 0.01% 318
2023
Q4 		$219K Buy
+1,648
New +$197K 0.01% 355

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sapient Capital's PSX Position: Q2 2026 in Review

Sapient Capital increased its Phillips 66 (PSX) stake by 3% in Q2 2026, buying an estimated $6.37K and bringing the position to 1,251 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #380.

Sapient Capital first reported a position in PSX in Q4 2023 and has held it in 7 quarters since. The position peaked at $449K in Q4 2025. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Sapient Capital held 1,251 shares of Phillips 66 worth $211K as of Q2 2026.
  • Sapient Capital bought 37 Phillips 66 shares in Q2 2026, an estimated $6.37K.
  • Phillips 66 made up ﹤0.01% of Sapient Capital's portfolio in Q2 2026, its #380 holding.
  • Sapient Capital first reported a position in Phillips 66 in Q4 2023 and has held it in 7 quarters since.
  • Sapient Capital's Phillips 66 position peaked at $449K in Q4 2025.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Sapient Capital's 13F filing for Q2 2026, filed 9 Jul 2026.