SS
PSX icon

SBI Securities’s Phillips 66 PSX Stock Holding History

SBI Securities’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 		$222K Sell
1,312
-9
-0.7% -$1.55K 0.01% 632
2026
Q1 		$241K Sell
1,321
-23
-2% -$3.6K 0.01% 579
2025
Q4 		$173K Sell
1,344
-150
-10% -$20.2K ﹤0.01% 676
2025
Q3 		$203K Sell
1,494
-53
-3% -$6.79K 0.01% 614
2025
Q2 		$185K Buy
1,547
+1,121
+263% +$126K 0.01% 613
2025
Q1 		$52.6K Sell
426
-2
-0.5% -$246 ﹤0.01% 960
2024
Q4 		$48.8K Buy
+428
New +$54.4K ﹤0.01% 1004

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

SBI Securities's PSX Position: Q2 2026 in Review

SBI Securities reduced its Phillips 66 (PSX) stake by 0.68% in Q2 2026, selling an estimated $1.55K and leaving 1,312 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #632.

SBI Securities first reported a position in PSX in Q4 2024 and has held it in 7 quarters since. The position peaked at $241K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • SBI Securities held 1,312 shares of Phillips 66 worth $222K as of Q2 2026.
  • SBI Securities sold 9 Phillips 66 shares in Q2 2026, an estimated $1.55K.
  • Phillips 66 made up 0.01% of SBI Securities's portfolio in Q2 2026, its #632 holding.
  • SBI Securities first reported a position in Phillips 66 in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Phillips 66 position peaked at $241K in Q1 2026.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.