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Sovran Advisors’s Phillips 66 PSX Stock Holding History

Sovran 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 		$252K Buy
+1,226
New +$211K 0.02% 527
2025
Q3 		– Sell
-2,491
Closed -$324K – 542
2025
Q2 		$324K Buy
+2,491
New +$279K 0.03% 388

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

Sovran Advisors's PSX Position: Q2 2026 in Review

Sovran Advisors opened a new position in Phillips 66 (PSX) in Q2 2026: 1,226 shares worth $252K. The stake represents 0.02% of the portfolio and ranks #527 among its holdings. This is a return to the name: Sovran Advisors previously reported a position in PSX as recently as Q2 2025.

Sovran Advisors first reported a position in PSX in Q2 2025 and has held it in 2 quarters since. The position peaked at $324K in Q2 2025. 2,100 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Sovran Advisors held 1,226 shares of Phillips 66 worth $252K as of Q2 2026.
  • Phillips 66 was a new Sovran Advisors position in Q2 2026.
  • Phillips 66 made up 0.02% of Sovran Advisors's portfolio in Q2 2026, its #527 holding.
  • Sovran Advisors first reported a position in Phillips 66 in Q2 2025 and has held it in 2 quarters since.
  • Sovran Advisors's Phillips 66 position peaked at $324K in Q2 2025.
  • 2,100 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.