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Saxon Interests’s Phillips 66 PSX Stock Holding History

Saxon Interests’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 		$249K Sell
1,475
-478
-24% -$82.3K 0.07% 206
2026
Q1 		$356K Sell
1,953
-638
-25% -$100K 0.12% 175
2025
Q4 		$334K Buy
2,591
+23
+0.9% +$3.1K 0.12% 159
2025
Q3 		$343K Buy
2,568
+97
+4% +$12.4K 0.13% 144
2025
Q2 		$305K Hold
2,471
– – 0.14% 141
2025
Q1 		$305K Sell
2,471
-349
-12% -$43K 0.14% 141
2024
Q4 		$321K Buy
2,820
+361
+15% +$45.9K 0.14% 134
2024
Q3 		$323K Buy
2,459
+31
+1% +$4.19K 0.15% 132
2024
Q2 		$343K Sell
2,428
-15
-0.6% -$2.22K 0.16% 125
2024
Q1 		$399K Sell
2,443
-1,287
-35% -$185K 0.19% 117
2023
Q4 		$497K Buy
+3,730
New +$446K 0.25% 101
2023
Q3 		– Sell
-3,698
Closed -$353K – 165
2023
Q2 		$353K Hold
3,698
– – 0.19% 118
2023
Q1 		$375K Buy
3,698
+1,344
+57% +$137K 0.21% 119
2022
Q4 		$240K Hold
2,354
– – 0.14% 139
2022
Q3 		$218K Buy
+2,354
New +$201K 0.13% 137
2022
Q2 		– Sell
-2,363
Closed -$204K – 154
2022
Q1 		$204K Hold
2,363
– – 0.11% 138
2021
Q4 		$204K Buy
+2,363
New +$179K 0.12% 119

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

Saxon Interests's PSX Position: Q2 2026 in Review

Saxon Interests reduced its Phillips 66 (PSX) stake by 24% in Q2 2026, selling an estimated $82.3K and leaving 1,475 shares worth $249K. The position accounts for 0.07% of the portfolio, ranked #206.

Saxon Interests first reported a position in PSX in Q4 2021 and has held it in 17 quarters since. The position peaked at $497K in Q4 2023. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Saxon Interests held 1,475 shares of Phillips 66 worth $249K as of Q2 2026.
  • Saxon Interests sold 478 Phillips 66 shares in Q2 2026, an estimated $82.3K.
  • Phillips 66 made up 0.07% of Saxon Interests's portfolio in Q2 2026, its #206 holding.
  • Saxon Interests first reported a position in Phillips 66 in Q4 2021 and has held it in 17 quarters since.
  • Saxon Interests's Phillips 66 position peaked at $497K in Q4 2023.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Saxon Interests's 13F filing for Q2 2026, filed 12 Aug 2026.