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SNS Financial Group’s Phillips 66 PSX Stock Holding History

SNS 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
Q2 		$433K Buy
+2,561
New +$441K 0.01% 405
2019
Q4 		– Sell
-2,321
Closed -$238K – 229
2019
Q3 		$238K Sell
2,321
-12,281
-84% -$1.23M 0.05% 170
2019
Q2 		$1.37M Buy
+14,602
New +$1.31M 0.26% 65

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 $3.38T AUM 44.17% 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

SNS Financial Group's PSX Position: Q2 2026 in Review

SNS Financial Group opened a new position in Phillips 66 (PSX) in Q2 2026: 2,561 shares worth $433K. The stake represents 0.01% of the portfolio and ranks #405 among its holdings. This is a return to the name: SNS Financial Group previously reported a position in PSX as recently as Q3 2019.

SNS Financial Group first reported a position in PSX in Q2 2019 and has held it in 3 quarters since. The position peaked at $1.37M in Q2 2019. 2,107 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • SNS Financial Group held 2,561 shares of Phillips 66 worth $433K as of Q2 2026.
  • Phillips 66 was a new SNS Financial Group position in Q2 2026.
  • Phillips 66 made up 0.01% of SNS Financial Group's portfolio in Q2 2026, its #405 holding.
  • SNS Financial Group first reported a position in Phillips 66 in Q2 2019 and has held it in 3 quarters since.
  • SNS Financial Group's Phillips 66 position peaked at $1.37M in Q2 2019.
  • 2,107 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on SNS Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.