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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
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

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

SWS Partners's PSX Position: Q2 2026 in Review

SWS Partners increased its Phillips 66 (PSX) stake by 1.1% in Q2 2026, buying an estimated $34.9K and bringing the position to 19,349 shares worth $3.27M. The position accounts for 0.71% of the portfolio, ranked #46.

SWS Partners first reported a position in PSX in Q4 2017 and has held it in 27 quarters since. The position peaked at $3.75M in Q1 2024. 2,108 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • SWS Partners held 19,349 shares of Phillips 66 worth $3.27M as of Q2 2026.
  • SWS Partners bought 203 Phillips 66 shares in Q2 2026, an estimated $34.9K.
  • Phillips 66 made up 0.71% of SWS Partners's portfolio in Q2 2026, its #46 holding.
  • SWS Partners first reported a position in Phillips 66 in Q4 2017 and has held it in 27 quarters since.
  • SWS Partners's Phillips 66 position peaked at $3.75M in Q1 2024.
  • 2,108 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on SWS Partners's 13F filing for Q2 2026, filed 3 Aug 2026.