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Southland Equity Partners’s Phillips 66 PSX Stock Holding History

Southland Equity Partners’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 		$666K Buy
3,942
+19
+0.5% +$3.27K 0.12% 136
2026
Q1 		$715K Sell
3,923
-1
-0% -$157 0.14% 116
2025
Q4 		$506K Buy
3,924
+15
+0.4% +$2.02K 0.1% 141
2025
Q3 		$532K Buy
3,909
+88
+2% +$11.3K 0.11% 133
2025
Q2 		$456K Sell
3,821
-48
-1% -$5.38K 0.1% 136
2025
Q1 		$478K Buy
3,869
+51
+1% +$6.29K 0.11% 127
2024
Q4 		$435K Buy
3,818
+573
+18% +$72.9K 0.1% 130
2024
Q3 		$427K Buy
3,245
+1,010
+45% +$136K 0.1% 135
2024
Q2 		$316K Sell
2,235
-125
-5% -$18.5K 0.09% 146
2024
Q1 		$385K Buy
2,360
+328
+16% +$47.3K 0.11% 129
2023
Q4 		$271K Buy
2,032
+192
+10% +$22.9K 0.08% 157
2023
Q3 		$221K Buy
+1,840
New +$207K 0.08% 174

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

Southland Equity Partners's PSX Position: Q2 2026 in Review

Southland Equity Partners increased its Phillips 66 (PSX) stake by 0.48% in Q2 2026, buying an estimated $3.27K and bringing the position to 3,942 shares worth $666K. The position accounts for 0.12% of the portfolio, ranked #136.

Southland Equity Partners first reported a position in PSX in Q3 2023 and has held it in 12 quarters since. The position peaked at $715K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Southland Equity Partners held 3,942 shares of Phillips 66 worth $666K as of Q2 2026.
  • Southland Equity Partners bought 19 Phillips 66 shares in Q2 2026, an estimated $3.27K.
  • Phillips 66 made up 0.12% of Southland Equity Partners's portfolio in Q2 2026, its #136 holding.
  • Southland Equity Partners first reported a position in Phillips 66 in Q3 2023 and has held it in 12 quarters since.
  • Southland Equity Partners's Phillips 66 position peaked at $715K in Q1 2026.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.