Sovereign Investment Advisors’s Phillips 66 PSX Stock Holding History

Sovereign Investment Advisors’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	$7.12M	Hold	42,129	–	–	1.34%	23
2026 Q1	$7.68M	Buy	42,129 +188	+0.4%	+$29.5K	1.63%	21
2025 Q4	$5.41M	Sell	41,941 -188	-0.4%	-$25.3K	1.35%	23
2025 Q3	$5.73M	Hold	42,129	–	–	1.56%	20
2025 Q2	$5.03M	Hold	42,129	–	–	1.38%	21
2025 Q1	$6.88M	Hold	42,129	–	–	2.4%	16
2024 Q4	$4.8M	Hold	42,129	–	–	1.43%	20
2024 Q3	$5.54M	Hold	42,129	–	–	1.82%	19
2024 Q2	$5.61M	Hold	42,129	–	–	2.09%	17
2024 Q1	$6.88M	Hold	42,129	–	–	2.37%	16
2023 Q4	$5.61M	Hold	42,129	–	–	2.09%	17
2023 Q3	$5.06M	Hold	42,129	–	–	1.98%	17
2023 Q2	$4.02M	Hold	42,129	–	–	1.52%	22
2023 Q1	$4.27M	Hold	42,129	–	–	1.69%	20
2022 Q4	$4.38M	Hold	42,129	–	–	1.84%	20
2022 Q3	$3.4M	Hold	42,129	–	–	1.52%	21
2022 Q2	$3.45M	Hold	42,129	–	–	1.5%	21
2022 Q1	$3.64M	Buy	+42,129	New	+$3.54M	1.43%	18

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sovereign Investment Advisors's PSX Position: Q2 2026 in Review

Sovereign Investment Advisors held its Phillips 66 (PSX) position steady in Q2 2026 at 42,129 shares worth $7.12M. The position accounts for 1.34% of the portfolio, ranked #23.

Sovereign Investment Advisors first reported a position in PSX in Q1 2022 and has held it in 18 quarters since. The position peaked at $7.68M in Q1 2026. 2,093 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Sovereign Investment Advisors held 42,129 shares of Phillips 66 worth $7.12M as of Q2 2026.
Sovereign Investment Advisors left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 1.34% of Sovereign Investment Advisors's portfolio in Q2 2026, its #23 holding.
Sovereign Investment Advisors first reported a position in Phillips 66 in Q1 2022 and has held it in 18 quarters since.
Sovereign Investment Advisors's Phillips 66 position peaked at $7.68M in Q1 2026.
2,093 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Sovereign Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.