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 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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sather Financial Group's PSX Position: Q2 2026 in Review

Sather Financial Group increased its Phillips 66 (PSX) stake by 20% in Q2 2026, buying an estimated $56.8K and bringing the position to 1,955 shares worth $330K. The position accounts for 0.02% of the portfolio, ranked #87.

Sather Financial Group first reported a position in PSX in Q2 2017 and has held it in 9 quarters since. The position peaked at $484K in Q2 2018. 2,102 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Sather Financial Group held 1,955 shares of Phillips 66 worth $330K as of Q2 2026.
Sather Financial Group bought 330 Phillips 66 shares in Q2 2026, an estimated $56.8K.
Phillips 66 made up 0.02% of Sather Financial Group's portfolio in Q2 2026, its #87 holding.
Sather Financial Group first reported a position in Phillips 66 in Q2 2017 and has held it in 9 quarters since.
Sather Financial Group's Phillips 66 position peaked at $484K in Q2 2018.
2,102 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Sather Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.