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Sather Financial Group’s Phillips 66 PSX Stock Holding History

Sather Financial Group’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
Q1 		$296K Hold
1,625
– – 0.02% 81
2025
Q4 		$210K Hold
1,625
– – 0.01% 103
2025
Q3 		$221K Buy
+1,625
New +$208K 0.01% 98
2018
Q3 		– Sell
-4,306
Closed -$484K – 69
2018
Q2 		$484K Buy
4,306
+250
+6% +$28.1K 0.11% 52
2018
Q1 		$389K Sell
4,056
-55
-1% -$5.35K 0.09% 58
2017
Q4 		$416K Hold
4,111
– – 0.1% 51
2017
Q3 		$377K Hold
4,111
– – 0.1% 55
2017
Q2 		$340K Buy
+4,111
New +$323K 0.1% 58

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sather Financial Group's PSX Position: Q1 2026 in Review

Sather Financial Group held its Phillips 66 (PSX) position steady in Q1 2026 at 1,625 shares worth $296K. The position accounts for 0.02% of the portfolio, ranked #81.

Sather Financial Group first reported a position in PSX in Q2 2017 and has held it in 8 quarters since. The position peaked at $484K in Q2 2018. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Sather Financial Group held 1,625 shares of Phillips 66 worth $296K as of Q1 2026.
  • Sather Financial Group left its Phillips 66 share count unchanged in Q1 2026.
  • Phillips 66 made up 0.02% of Sather Financial Group's portfolio in Q1 2026, its #81 holding.
  • Sather Financial Group first reported a position in Phillips 66 in Q2 2017 and has held it in 8 quarters since.
  • Sather Financial Group's Phillips 66 position peaked at $484K in Q2 2018.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Sather Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.