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Sunbelt Securities’s Phillips 66 PSX Stock Holding History

Sunbelt Securities’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
Q1 		$981K Sell
5,384
-143
-3% -$22.4K 0.06% 264
2025
Q4 		$713K Sell
5,527
-690
-11% -$92.9K 0.05% 322
2025
Q3 		$846K Buy
6,217
+1,707
+38% +$219K 0.06% 278
2025
Q2 		$514K Sell
4,510
-644
-12% -$72.1K 0.05% 345
2025
Q1 		$636K Buy
5,154
+644
+14% +$79.4K 0.06% 274
2024
Q4 		$505K Buy
4,510
+483
+12% +$61.4K 0.04% 349
2024
Q3 		$529K Buy
4,027
+1,171
+41% +$158K 0.05% 342
2024
Q2 		$403K Sell
2,856
-127
-4% -$18.8K 0.04% 384
2024
Q1 		$487K Buy
2,983
+1,391
+87% +$200K 0.05% 330
2023
Q4 		$212K Sell
1,592
-133
-8% -$15.9K 0.03% 471
2023
Q3 		$207K Buy
1,725
+109
+7% +$12.2K 0.03% 475
2023
Q2 		$154K Sell
1,616
-87
-5% -$8.46K 0.02% 534
2023
Q1 		$170K Sell
1,703
-2,196
-56% -$223K 0.03% 464
2022
Q4 		$406K Buy
3,899
+9
+0.2% +$921 0.08% 285
2022
Q3 		$314K Buy
3,890
+11
+0.3% +$938 0.07% 314
2022
Q2 		$318K Sell
3,879
-165
-4% -$15.3K 0.07% 324
2022
Q1 		$354K Sell
4,044
-599
-13% -$50.4K 0.06% 323
2021
Q4 		$412K Sell
4,643
-5,079
-52% -$384K 0.07% 305
2021
Q3 		$724K Hold
9,722
– – 0.13% 191
2021
Q2 		$724K Buy
9,722
+800
+9% +$67.5K 0.13% 191
2021
Q1 		$727K Buy
8,922
+910
+11% +$71.4K 0.14% 180
2020
Q4 		$560K Buy
8,012
+1,021
+15% +$59.9K 0.12% 212
2020
Q3 		$359K Buy
6,991
+3,582
+105% +$219K 0.1% 236
2020
Q2 		$246K Sell
3,409
-149,887
-98% -$10.6M 0.08% 249
2020
Q1 		$12.3M Buy
153,296
+127,135
+486% +$10.3M 0.53% 37
2019
Q4 		$2.66M Buy
26,161
+1,803
+7% +$203K 0.28% 80
2019
Q3 		$2.49M Buy
+24,358
New +$2.44M 0.28% 85

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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

Sunbelt Securities's PSX Position: Q1 2026 in Review

Sunbelt Securities reduced its Phillips 66 (PSX) stake by 2.6% in Q1 2026, selling an estimated $22.4K and leaving 5,384 shares worth $981K. The position accounts for 0.06% of the portfolio, ranked #264.

Sunbelt Securities first reported a position in PSX in Q3 2019 and has held it in 27 quarters since. The position peaked at $12.3M in Q1 2020. 2,128 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Sunbelt Securities held 5,384 shares of Phillips 66 worth $981K as of Q1 2026.
  • Sunbelt Securities sold 143 Phillips 66 shares in Q1 2026, an estimated $22.4K.
  • Phillips 66 made up 0.06% of Sunbelt Securities's portfolio in Q1 2026, its #264 holding.
  • Sunbelt Securities first reported a position in Phillips 66 in Q3 2019 and has held it in 27 quarters since.
  • Sunbelt Securities's Phillips 66 position peaked at $12.3M in Q1 2020.
  • 2,128 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.