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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
Q3 		$499K Hold
1,955
– – 0.03% 62
2026
Q2 		$330K Buy
1,955
+330
+20% +$56.8K 0.02% 87
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Sather Financial Group's PSX Position: Q3 2026 in Review

Sather Financial Group held its Phillips 66 (PSX) position steady in Q3 2026 at 1,955 shares worth $499K. The position accounts for 0.03% of the portfolio, ranked #62.

Sather Financial Group first reported a position in PSX in Q2 2017 and has held it in 10 quarters since. 2,097 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Sather Financial Group held 1,955 shares of Phillips 66 worth $499K as of Q3 2026.
  • Sather Financial Group left its Phillips 66 share count unchanged in Q3 2026.
  • Phillips 66 made up 0.03% of Sather Financial Group's portfolio in Q3 2026, its #62 holding.
  • Sather Financial Group first reported a position in Phillips 66 in Q2 2017 and has held it in 10 quarters since.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Sather Financial Group's 13F filing for Q3 2026, filed 30 Oct 2026.