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SevenBridge Financial Group’s Phillips 66 PSX Stock Holding History

SevenBridge 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
Q1 		$6.18M Sell
38,469
-27
-0.1% -$4.23K 0.97% 28
2025
Q4 		$5.4M Buy
38,496
+1,626
+4% +$219K 0.87% 31
2025
Q3 		$5.09M Buy
36,870
+3,151
+9% +$404K 0.84% 33
2025
Q2 		$4.05M Buy
33,719
+3,495
+12% +$392K 0.71% 39
2025
Q1 		$3.59M Buy
30,224
+3,016
+11% +$372K 0.71% 42
2024
Q4 		$3.52M Buy
27,208
+2,851
+12% +$363K 0.67% 49
2024
Q3 		$3.12M Buy
24,357
+8
+0% +$1.08K 0.6% 55
2024
Q2 		$3.24M Sell
24,349
-183
-0.7% -$27.1K 0.72% 44
2024
Q1 		$3.52M Sell
24,532
-905
-4% -$130K 0.8% 37
2023
Q4 		$3.39M Sell
25,437
-98
-0.4% -$11.7K 0.8% 40
2023
Q3 		$3.07M Sell
25,535
-36
-0.1% -$4.04K 0.79% 40
2023
Q2 		$2.44M Buy
25,571
+366
+1% +$35.6K 0.63% 51
2023
Q1 		$2.56M Buy
25,205
+162
+0.6% +$16.5K 0.7% 46
2022
Q4 		$2.61M Sell
25,043
-1,286
-5% -$132K 0.76% 41
2022
Q3 		$2.13M Buy
26,329
+1,515
+6% +$129K 0.72% 42
2022
Q2 		$2.03M Sell
24,814
-576
-2% -$53.3K 0.82% 39
2022
Q1 		$2.19M Sell
25,390
-2,228
-8% -$187K 0.77% 40
2021
Q4 		$2M Sell
27,618
-1,010
-4% -$76.3K 0.61% 45
2021
Q3 		$2M Sell
28,628
-235
-0.8% -$17K 0.67% 44
2021
Q2 		$2.48M Buy
28,863
+1,197
+4% +$101K 0.81% 38
2021
Q1 		$2.26M Buy
27,666
+307
+1% +$24.1K 0.82% 36
2020
Q4 		$1.91M Buy
27,359
+550
+2% +$32.3K 0.75% 39
2020
Q3 		$1.39M Sell
26,809
-204
-0.8% -$12.4K 0.63% 50
2020
Q2 		$1.94M Buy
27,013
+364
+1% +$25.8K 0.96% 32
2020
Q1 		$1.43M Buy
26,649
+4,320
+19% +$352K 0.83% 40
2019
Q4 		$2.49M Buy
22,329
+298
+1% +$33.5K 0.65% 34
2019
Q3 		$2.26M Sell
22,031
-125
-0.6% -$12.5K 1.19% 26
2019
Q2 		$2.07M Buy
22,156
+67
+0.3% +$6.01K 0.74% 35
2019
Q1 		$2.1M Buy
22,089
+171
+0.8% +$16.3K 0.79% 35
2018
Q4 		$1.89M Buy
21,918
+1,976
+10% +$193K 1.16% 27
2018
Q3 		$2.25M Sell
19,942
-141
-0.7% -$16.3K 1.19% 25
2018
Q2 		$2.26M Buy
20,083
+435
+2% +$48.9K 1.26% 21
2018
Q1 		$1.89M Buy
19,648
+135
+0.7% +$13.1K 1.08% 28
2017
Q4 		$1.97M Sell
19,513
-1,094
-5% -$104K 1.09% 28
2017
Q3 		$1.89M Buy
20,607
+109
+0.5% +$9.23K 1.08% 28
2017
Q2 		$1.7M Buy
20,498
+982
+5% +$77.1K 1.03% 28
2017
Q1 		$1.51M Buy
19,516
+6,467
+50% +$521K 0.99% 29
2016
Q4 		$1.03M Hold
13,049
– – 0.75% 41
2016
Q3 		$1.03M Sell
13,049
-11,624
-47% -$904K 0.75% 41
2016
Q2 		$1.96M Buy
+24,673
New +$2.02M 1.37% 11

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SevenBridge Financial Group's PSX Position: Q1 2026 in Review

SevenBridge Financial Group reduced its Phillips 66 (PSX) stake by 0.07% in Q1 2026, selling an estimated $4.23K and leaving 38,469 shares worth $6.18M. The position accounts for 0.97% of the portfolio, ranked #28.

SevenBridge Financial Group first reported a position in PSX in Q2 2016 and has held it in 40 quarters since. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • SevenBridge Financial Group held 38,469 shares of Phillips 66 worth $6.18M as of Q1 2026.
  • SevenBridge Financial Group sold 27 Phillips 66 shares in Q1 2026, an estimated $4.23K.
  • Phillips 66 made up 0.97% of SevenBridge Financial Group's portfolio in Q1 2026, its #28 holding.
  • SevenBridge Financial Group first reported a position in Phillips 66 in Q2 2016 and has held it in 40 quarters since.
  • 2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.