SG
PSX icon

Sienna Gestion’s Phillips 66 PSX Stock Holding History

Sienna Gestion’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 		$10.1M Sell
57,230
-13,783
-19% -$2.37M 0.59% 55
2026
Q1 		$13.2M Buy
71,013
+60,789
+595% +$9.53M 0.86% 31
2025
Q4 		$1.32M Buy
+10,224
New +$1.38M 0.08% 131
2025
Q3 		– Sell
-41,182
Closed -$4.49M – 178
2025
Q2 		$4.49M Hold
41,182
– – 0.31% 107
2025
Q1 		$4.94M Sell
41,182
-2,687
-6% -$331K 0.4% 93
2024
Q4 		$5M Hold
43,869
– – 0.34% 104
2024
Q3 		$5.75M Buy
43,869
+6,823
+18% +$921K 0.38% 103
2024
Q2 		$5.23M Buy
+37,046
New +$5.48M 0.46% 87

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

Sienna Gestion's PSX Position: Q2 2026 in Review

Sienna Gestion reduced its Phillips 66 (PSX) stake by 19% in Q2 2026, selling an estimated $2.37M and leaving 57,230 shares worth $10.1M. The position accounts for 0.59% of the portfolio, ranked #55.

Sienna Gestion first reported a position in PSX in Q2 2024 and has held it in 8 quarters since. The position peaked at $13.2M in Q1 2026. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Sienna Gestion held 57,230 shares of Phillips 66 worth $10.1M as of Q2 2026.
  • Sienna Gestion sold 13,783 Phillips 66 shares in Q2 2026, an estimated $2.37M.
  • Phillips 66 made up 0.59% of Sienna Gestion's portfolio in Q2 2026, its #55 holding.
  • Sienna Gestion first reported a position in Phillips 66 in Q2 2024 and has held it in 8 quarters since.
  • Sienna Gestion's Phillips 66 position peaked at $13.2M in Q1 2026.
  • 2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Sienna Gestion's 13F filing for Q2 2026, filed 13 Aug 2026.