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SFMG Wealth Advisors’s Phillips 66 PSX Stock Holding History

SFMG Wealth Advisors’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 		$721K Buy
4,265
+406
+11% +$69.9K 0.04% 151
2026
Q1 		$703K Buy
3,859
+1,000
+35% +$157K 0.05% 148
2025
Q4 		$369K Buy
2,859
+1,000
+54% +$135K 0.02% 218
2025
Q3 		$253K Buy
+1,859
New +$238K 0.02% 250
2024
Q4 		– Sell
-1,534
Closed -$202K – 286
2024
Q3 		$202K Sell
1,534
-71
-4% -$9.59K 0.02% 251
2024
Q2 		$227K Buy
1,605
+184
+13% +$27.2K 0.02% 223
2024
Q1 		$232K Buy
+1,421
New +$205K 0.02% 226
2023
Q2 		– Sell
-3,227
Closed -$327K – 268
2023
Q1 		$327K Buy
3,227
+198
+7% +$20.1K 0.04% 168
2022
Q4 		$315K Sell
3,029
-92
-3% -$9.41K 0.04% 175
2022
Q3 		$290K Buy
3,121
+155
+5% +$13.2K 0.03% 177
2022
Q2 		$243K Buy
+2,966
New +$274K 0.03% 203

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

SFMG Wealth Advisors's PSX Position: Q2 2026 in Review

SFMG Wealth Advisors increased its Phillips 66 (PSX) stake by 11% in Q2 2026, buying an estimated $69.9K and bringing the position to 4,265 shares worth $721K. The position accounts for 0.04% of the portfolio, ranked #151.

SFMG Wealth Advisors first reported a position in PSX in Q2 2022 and has held it in 11 quarters since. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • SFMG Wealth Advisors held 4,265 shares of Phillips 66 worth $721K as of Q2 2026.
  • SFMG Wealth Advisors bought 406 Phillips 66 shares in Q2 2026, an estimated $69.9K.
  • Phillips 66 made up 0.04% of SFMG Wealth Advisors's portfolio in Q2 2026, its #151 holding.
  • SFMG Wealth Advisors first reported a position in Phillips 66 in Q2 2022 and has held it in 11 quarters since.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.