SWS Partners
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SWS Partners’s Phillips 66 PSX Stock Holding History

SWS Partners’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
Q3 		$4.25M Sell
16,640
-2,709
-14% -$619K 0.91% 35
2026
Q2 		$3.27M Buy
19,349
+203
+1% +$34.9K 0.71% 46
2026
Q1 		$3.49M Sell
19,146
-397
-2% -$62.2K 0.86% 41
2025
Q4 		$2.52M Sell
19,543
-61
-0.3% -$8.21K 0.61% 58
2025
Q3 		$2.67M Buy
19,604
+1,006
+5% +$129K 0.65% 57
2025
Q2 		$2.22M Sell
18,598
-1,974
-10% -$221K 0.6% 59
2025
Q1 		$2.54M Sell
20,572
-775
-4% -$95.5K 0.83% 43
2024
Q4 		$2.43M Buy
21,347
+2,685
+14% +$342K 0.74% 52
2024
Q3 		$2.45M Sell
18,662
-6,100
-25% -$824K 0.78% 46
2024
Q2 		$3.49M Buy
24,762
+1,823
+8% +$270K 1.04% 32
2024
Q1 		$3.75M Sell
22,939
-648
-3% -$93.4K 1.12% 29
2023
Q4 		$3.14M Sell
23,587
-4,524
-16% -$541K 1.02% 33
2023
Q3 		$3.38M Sell
28,111
-3,052
-10% -$343K 1.25% 19
2023
Q2 		$2.97M Buy
31,163
+1,799
+6% +$175K 1.07% 29
2023
Q1 		$2.98M Buy
29,364
+878
+3% +$89.3K 1.11% 23
2022
Q4 		$2.96M Sell
28,486
-591
-2% -$60.5K 1.41% 18
2022
Q3 		$2.35M Buy
29,077
+2,479
+9% +$211K 1.09% 30
2022
Q2 		$2.18M Sell
26,598
-3,063
-10% -$283K 1.84% 18
2022
Q1 		$2.57M Buy
29,661
+5,718
+24% +$481K 1.68% 22
2021
Q4 		$1.74M Buy
23,943
+1,581
+7% +$120K 0.99% 59
2021
Q3 		$1.57M Buy
22,362
+3,363
+18% +$243K 0.97% 54
2021
Q2 		$1.63M Buy
18,999
+445
+2% +$37.6K 1.06% 47
2021
Q1 		$1.51M Buy
18,554
+891
+5% +$69.9K 1.04% 49
2020
Q4 		$1.24M Buy
17,663
+1,742
+11% +$102K 0.55% 75
2020
Q3 		$825K Buy
15,921
+2,686
+20% +$164K 0.41% 76
2020
Q2 		$821K Buy
+13,235
New +$937K 1.05% 47
2018
Q2 		– Sell
-92
Closed -$9K – 257
2018
Q1 		$9K Hold
92
– – 0.01% 270
2017
Q4 		$9K Buy
+92
New +$8.75K 0.01% 271

Other funds holding PSX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

SWS Partners's PSX Position: Q3 2026 in Review

SWS Partners reduced its Phillips 66 (PSX) stake by 14% in Q3 2026, selling an estimated $619K and leaving 16,640 shares worth $4.25M. The position accounts for 0.91% of the portfolio, ranked #35.

SWS Partners first reported a position in PSX in Q4 2017 and has held it in 28 quarters since. 1,641 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • SWS Partners held 16,640 shares of Phillips 66 worth $4.25M as of Q3 2026.
  • SWS Partners sold 2,709 Phillips 66 shares in Q3 2026, an estimated $619K.
  • Phillips 66 made up 0.91% of SWS Partners's portfolio in Q3 2026, its #35 holding.
  • SWS Partners first reported a position in Phillips 66 in Q4 2017 and has held it in 28 quarters since.
  • 1,641 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on SWS Partners's 13F filing for Q3 2026, filed 26 Oct 2026.