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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
Q1 		$471K Buy
2,584
+62
+2% +$9.71K 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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SYM Financial Corp's PSX Position: Q1 2026 in Review

SYM Financial Corp increased its Phillips 66 (PSX) stake by 2.5% in Q1 2026, buying an estimated $9.71K and bringing the position to 2,584 shares worth $471K. The position accounts for 0.05% of the portfolio, ranked #139.

SYM Financial Corp first reported a position in PSX in Q2 2025 and has held it in 4 quarters since. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • SYM Financial Corp held 2,584 shares of Phillips 66 worth $471K as of Q1 2026.
  • SYM Financial Corp bought 62 Phillips 66 shares in Q1 2026, an estimated $9.71K.
  • Phillips 66 made up 0.05% of SYM Financial Corp's portfolio in Q1 2026, its #139 holding.
  • SYM Financial Corp first reported a position in Phillips 66 in Q2 2025 and has held it in 4 quarters since.
  • 2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.