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Sound View Wealth Advisors Group’s Phillips 66 PSX Stock Holding History

Sound View Wealth Advisors 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 		$417K Sell
2,466
-75
-3% -$12.9K 0.03% 310
2026
Q1 		$463K Sell
2,541
-147
-5% -$23K 0.03% 277
2025
Q4 		$347K Hold
2,688
– – 0.02% 328
2025
Q3 		$366K Sell
2,688
-358
-12% -$45.9K 0.03% 321
2025
Q2 		$363K Buy
3,046
+560
+23% +$62.7K 0.03% 318
2025
Q1 		$307K Sell
2,486
-198
-7% -$24.4K 0.03% 326
2024
Q4 		$306K Sell
2,684
-113
-4% -$14.4K 0.02% 335
2024
Q3 		$368K Buy
2,797
+571
+26% +$77.1K 0.03% 304
2024
Q2 		$314K Sell
2,226
-400
-15% -$59.2K 0.03% 291
2024
Q1 		$429K Sell
2,626
-136
-5% -$19.6K 0.05% 258
2023
Q4 		$368K Sell
2,762
-143
-5% -$17.1K 0.04% 275
2023
Q3 		$349K Buy
2,905
+583
+25% +$65.4K 0.04% 269
2023
Q2 		$221K Buy
2,322
+82
+4% +$7.97K 0.03% 339
2023
Q1 		$227K Sell
2,240
-522
-19% -$53.1K 0.03% 332
2022
Q4 		$368K Buy
+2,762
New +$283K 0.04% 275

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

Sound View Wealth Advisors Group's PSX Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Phillips 66 (PSX) stake by 3% in Q2 2026, selling an estimated $12.9K and leaving 2,466 shares worth $417K. The position accounts for 0.03% of the portfolio, ranked #310.

Sound View Wealth Advisors Group first reported a position in PSX in Q4 2022 and has held it in 15 quarters since. The position peaked at $463K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Sound View Wealth Advisors Group held 2,466 shares of Phillips 66 worth $417K as of Q2 2026.
  • Sound View Wealth Advisors Group sold 75 Phillips 66 shares in Q2 2026, an estimated $12.9K.
  • Phillips 66 made up 0.03% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #310 holding.
  • Sound View Wealth Advisors Group first reported a position in Phillips 66 in Q4 2022 and has held it in 15 quarters since.
  • Sound View Wealth Advisors Group's Phillips 66 position peaked at $463K in Q1 2026.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.