SIMG
PSX icon

Sonora Investment Management Group’s Phillips 66 PSX Stock Holding History

Sonora Investment Management 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
2025
Q3 		$2.57M Sell
18,861
-424
-2% -$54.3K 0.18% 91
2025
Q2 		$2.3M Sell
19,285
-6,611
-26% -$741K 0.17% 94
2025
Q1 		$3.2M Sell
25,896
-300
-1% -$37K 0.25% 83
2024
Q4 		$2.98M Buy
26,196
+4,844
+23% +$616K 0.23% 88
2024
Q3 		$2.81M Buy
21,352
+346
+2% +$46.7K 0.21% 91
2024
Q2 		$3.43M Hold
21,006
– – 0.27% 88
2024
Q1 		$3.43M Sell
21,006
-119
-0.6% -$17.1K 0.27% 88
2023
Q4 		$2.81M Buy
21,125
+1,846
+10% +$221K 0.23% 95
2023
Q3 		$2.32M Buy
19,279
+791
+4% +$88.8K 0.2% 105
2023
Q2 		$1.76M Sell
18,488
-230
-1% -$22.4K 0.15% 115
2023
Q1 		$1.9M Buy
18,718
+48
+0.3% +$4.88K 0.17% 109
2022
Q4 		$1.94M Buy
18,670
+1,704
+10% +$174K 0.18% 108
2022
Q3 		$1.39M Hold
16,966
– – 0.18% 90
2022
Q2 		$1.39M Sell
16,966
-790
-4% -$73.1K 0.13% 120
2022
Q1 		$1.53M Sell
17,756
-93
-0.5% -$7.83K 0.17% 96
2021
Q4 		$1.29M Buy
+17,849
New +$1.35M 0.15% 100

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sonora Investment Management Group's PSX Position: Q3 2025 in Review

Sonora Investment Management Group reduced its Phillips 66 (PSX) stake by 2.2% in Q3 2025, selling an estimated $54.3K and leaving 18,861 shares worth $2.57M. The position accounts for 0.18% of the portfolio, ranked #91.

Sonora Investment Management Group first reported a position in PSX in Q4 2021 and has held it in 16 quarters since. The position peaked at $3.43M in Q2 2024. 1,835 funds tracked by Wall St. Rank hold PSX as of Q3 2025.

  • Sonora Investment Management Group held 18,861 shares of Phillips 66 worth $2.57M as of Q3 2025.
  • Sonora Investment Management Group sold 424 Phillips 66 shares in Q3 2025, an estimated $54.3K.
  • Phillips 66 made up 0.18% of Sonora Investment Management Group's portfolio in Q3 2025, its #91 holding.
  • Sonora Investment Management Group first reported a position in Phillips 66 in Q4 2021 and has held it in 16 quarters since.
  • Sonora Investment Management Group's Phillips 66 position peaked at $3.43M in Q2 2024.
  • 1,835 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.