Stegent Equity Advisors’s Phillips 66 PSX Stock Holding History

Stegent Equity 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	$1.28M	Sell	7,589 -300	-4%	-$51.6K	0.92%	37
2026 Q1	$1.44M	Sell	7,889 -268	-3%	-$42K	1.22%	26
2025 Q4	$1.05M	Hold	8,157	–	–	0.82%	38
2025 Q3	$1.11M	Sell	8,157 -28	-0.3%	-$3.59K	0.9%	34
2025 Q2	$976K	Hold	8,185	–	–	0.86%	32
2025 Q1	$1.01M	Buy	8,185 +2,553	+45%	+$315K	1.03%	32
2024 Q4	$642K	Hold	5,632	–	–	0.65%	45
2024 Q3	$740K	Hold	5,632	–	–	0.82%	37
2024 Q2	$795K	Hold	5,632	–	–	0.83%	38
2024 Q1	$920K	Sell	5,632 -70	-1%	-$10.1K	0.93%	38
2023 Q4	$759K	Sell	5,702 -93	-2%	-$11.1K	0.9%	38
2023 Q3	$696K	Hold	5,795	–	–	0.88%	37
2023 Q2	$553K	Sell	5,795 -139	-2%	-$13.5K	0.62%	43
2023 Q1	$602K	Sell	5,934 -228	-4%	-$23.2K	0.6%	45
2022 Q4	$641K	Buy	+6,162	New	+$630K	0.77%	45

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

Stegent Equity Advisors's PSX Position: Q2 2026 in Review

Stegent Equity Advisors reduced its Phillips 66 (PSX) stake by 3.8% in Q2 2026, selling an estimated $51.6K and leaving 7,589 shares worth $1.28M. The position accounts for 0.92% of the portfolio, ranked #37.

Stegent Equity Advisors first reported a position in PSX in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.44M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Stegent Equity Advisors held 7,589 shares of Phillips 66 worth $1.28M as of Q2 2026.
Stegent Equity Advisors sold 300 Phillips 66 shares in Q2 2026, an estimated $51.6K.
Phillips 66 made up 0.92% of Stegent Equity Advisors's portfolio in Q2 2026, its #37 holding.
Stegent Equity Advisors first reported a position in Phillips 66 in Q4 2022 and has held it in 15 quarters since.
Stegent Equity Advisors's Phillips 66 position peaked at $1.44M in Q1 2026.
2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Stegent Equity Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.