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Sunburst Financial Group’s Phillips 66 PSX Stock Holding History

Sunburst 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 		– Sell
-1,100
Closed -$200K – 141
2026
Q1 		$200K Buy
+1,100
New +$172K 0.04% 129
2024
Q1 		– Sell
-1,503
Closed -$200K – 110
2023
Q4 		$200K Buy
+1,503
New +$180K 0.06% 103

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

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

Sunburst Financial Group sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 1,100 shares — an estimated $200K sold.

Sunburst Financial Group first reported a position in PSX in Q4 2023 and held it in 2 quarters. The position peaked at $200K in Q1 2026. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Sunburst Financial Group reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
  • Sunburst Financial Group sold 1,100 Phillips 66 shares in Q2 2026, an estimated $200K.
  • Sunburst Financial Group first reported a position in Phillips 66 in Q4 2023 and held it in 2 quarters.
  • Sunburst Financial Group's Phillips 66 position peaked at $200K in Q1 2026.
  • 2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Sunburst Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.