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Sendero Wealth Management’s Phillips 66 PSX Stock Holding History

Sendero Wealth Management’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 		$1.83M Sell
10,801
-7,880
-42% -$1.36M 0.18% 87
2026
Q1 		$3.4M Sell
18,681
-4,182
-18% -$655K 0.38% 53
2025
Q4 		$2.95M Sell
22,863
-4,704
-17% -$633K 0.33% 58
2025
Q3 		$3.75M Buy
27,567
+777
+3% +$99.5K 0.44% 49
2025
Q2 		$3.2M Sell
26,790
-45,861
-63% -$5.14M 0.4% 52
2025
Q1 		$8.97M Buy
72,651
+49,905
+219% +$6.15M 1.25% 19
2024
Q4 		$2.59M Sell
22,746
-17,755
-44% -$2.26M 0.39% 54
2024
Q3 		$5.32M Buy
40,501
+8,098
+25% +$1.09M 0.84% 26
2024
Q2 		$4.57M Buy
32,403
+2,329
+8% +$345K 0.77% 28
2024
Q1 		$4.91M Buy
30,074
+6,201
+26% +$894K 0.84% 25
2023
Q4 		$3.18M Buy
23,873
+19,673
+468% +$2.35M 0.6% 35
2023
Q3 		$505K Sell
4,200
-526
-11% -$59K 0.11% 109
2023
Q2 		$451K Buy
+4,726
New +$459K 0.1% 116

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

Sendero Wealth Management's PSX Position: Q2 2026 in Review

Sendero Wealth Management reduced its Phillips 66 (PSX) stake by 42% in Q2 2026, selling an estimated $1.36M and leaving 10,801 shares worth $1.83M. The position accounts for 0.18% of the portfolio, ranked #87.

Sendero Wealth Management first reported a position in PSX in Q2 2023 and has held it in 13 quarters since. The position peaked at $8.97M in Q1 2025. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Sendero Wealth Management held 10,801 shares of Phillips 66 worth $1.83M as of Q2 2026.
  • Sendero Wealth Management sold 7,880 Phillips 66 shares in Q2 2026, an estimated $1.36M.
  • Phillips 66 made up 0.18% of Sendero Wealth Management's portfolio in Q2 2026, its #87 holding.
  • Sendero Wealth Management first reported a position in Phillips 66 in Q2 2023 and has held it in 13 quarters since.
  • Sendero Wealth Management's Phillips 66 position peaked at $8.97M in Q1 2025.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.