SYM Financial Corp
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SYM Financial Corp’s Phillips 66 PSX Stock Holding History

SYM Financial Corp’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 		$775K Sell
3,036
-132
-4% -$30.2K 0.06% 102
2026
Q2 		$535K Buy
3,168
+584
+23% +$101K 0.04% 138
2026
Q1 		$471K Buy
2,584
+62
+2% +$9.7K 0.05% 139
2025
Q4 		$325K Buy
2,522
+375
+17% +$50.5K 0.03% 207
2025
Q3 		$292K Buy
2,147
+408
+23% +$52.3K 0.03% 226
2025
Q2 		$207K Buy
+1,739
New +$195K 0.02% 303

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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

SYM Financial Corp's PSX Position: Q3 2026 in Review

SYM Financial Corp reduced its Phillips 66 (PSX) stake by 4.2% in Q3 2026, selling an estimated $30.2K and leaving 3,036 shares worth $775K. The position accounts for 0.06% of the portfolio, ranked #102.

SYM Financial Corp first reported a position in PSX in Q2 2025 and has held it in 6 quarters since. 1,439 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • SYM Financial Corp held 3,036 shares of Phillips 66 worth $775K as of Q3 2026.
  • SYM Financial Corp sold 132 Phillips 66 shares in Q3 2026, an estimated $30.2K.
  • Phillips 66 made up 0.06% of SYM Financial Corp's portfolio in Q3 2026, its #102 holding.
  • SYM Financial Corp first reported a position in Phillips 66 in Q2 2025 and has held it in 6 quarters since.
  • 1,439 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.