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Sovereign Financial Group’s Phillips 66 PSX Stock Holding History

Sovereign 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 		$270K Buy
1,595
+1
+0.1% +$172 0.04% 315
2026
Q1 		$290K Hold
1,594
– – 0.05% 287
2025
Q4 		$206K Sell
1,594
-73
-4% -$9.83K 0.04% 329
2025
Q3 		$227K Buy
+1,667
New +$214K 0.04% 298
2025
Q2 		– Sell
-1,719
Closed -$212K – 317
2025
Q1 		$212K Buy
+1,719
New +$212K 0.05% 267
2024
Q4 		– Sell
-1,852
Closed -$243K – 293
2024
Q3 		$243K Sell
1,852
-5
-0.3% -$675 0.06% 249
2024
Q2 		$262K Buy
1,857
+1
+0.1% +$148 0.07% 232
2024
Q1 		$303K Buy
1,856
+155
+9% +$22.3K 0.08% 214
2023
Q4 		$226K Buy
+1,701
New +$203K 0.07% 223
2023
Q2 		– Sell
-2,027
Closed -$205K – 235
2023
Q1 		$205K Hold
2,027
– – 0.08% 206
2022
Q4 		$211K Buy
+2,027
New +$207K 0.08% 206

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

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

Sovereign Financial Group increased its Phillips 66 (PSX) stake by 0.06% in Q2 2026, buying an estimated $172 and bringing the position to 1,595 shares worth $270K. The position accounts for 0.04% of the portfolio, ranked #315.

Sovereign Financial Group first reported a position in PSX in Q4 2022 and has held it in 11 quarters since. The position peaked at $303K in Q1 2024. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Sovereign Financial Group held 1,595 shares of Phillips 66 worth $270K as of Q2 2026.
  • Sovereign Financial Group bought 1 Phillips 66 share in Q2 2026, an estimated $172.
  • Phillips 66 made up 0.04% of Sovereign Financial Group's portfolio in Q2 2026, its #315 holding.
  • Sovereign Financial Group first reported a position in Phillips 66 in Q4 2022 and has held it in 11 quarters since.
  • Sovereign Financial Group's Phillips 66 position peaked at $303K in Q1 2024.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.