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Symphony Financial’s Phillips 66 PSX Stock Holding History

Symphony Financial’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 		$1.02M Sell
5,919
-299
-5% -$51.5K 0.11% 126
2026
Q1 		$1.15M Buy
6,218
+218
+4% +$34.2K 0.15% 107
2025
Q4 		$777K Sell
6,000
-49
-0.8% -$6.59K 0.1% 122
2025
Q3 		$819K Buy
6,049
+806
+15% +$103K 0.1% 124
2025
Q2 		$618K Buy
+5,243
New +$587K 0.08% 137
2025
Q1 		– Sell
-4,936
Closed -$595K – 182
2024
Q4 		$595K Sell
4,936
-167
-3% -$21.2K 0.09% 129
2024
Q3 		$669K Buy
5,103
+240
+5% +$32.4K 0.11% 120
2024
Q2 		$678K Sell
4,863
-139
-3% -$20.6K 0.12% 117
2024
Q1 		$817K Buy
5,002
+302
+6% +$43.5K 0.19% 96
2023
Q4 		$609K Buy
4,700
+431
+10% +$51.5K 0.13% 119
2023
Q3 		$508K Sell
4,269
-74
-2% -$8.31K 0.12% 109
2023
Q2 		$411K Sell
4,343
-82
-2% -$7.97K 0.1% 131
2023
Q1 		$442K Sell
4,425
-574
-11% -$58.4K 0.11% 149
2022
Q4 		$503K Sell
4,999
-7,127
-59% -$729K 0.13% 135
2022
Q3 		$978K Buy
12,126
+7,309
+152% +$623K 0.32% 71
2022
Q2 		$407K Sell
4,817
-710
-13% -$65.7K 0.12% 144
2022
Q1 		$459K Buy
5,527
+914
+20% +$76.9K 0.11% 134
2021
Q4 		$349K Buy
4,613
+210
+5% +$15.9K 0.1% 132
2021
Q3 		$308K Sell
4,403
-793
-15% -$57.4K 0.11% 132
2021
Q2 		$444K Sell
5,196
-794
-13% -$67K 0.15% 105
2021
Q1 		$484K Buy
5,990
+2,156
+56% +$169K 0.13% 115
2020
Q4 		$268K Sell
3,834
-464
-11% -$27.2K 0.1% 136
2020
Q3 		$223K Sell
4,298
-1,155
-21% -$70.5K 0.09% 128
2020
Q2 		$392K Buy
5,453
+728
+15% +$51.5K 0.19% 95
2020
Q1 		$256K Buy
+4,725
New +$385K 0.18% 80

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

Symphony Financial's PSX Position: Q2 2026 in Review

Symphony Financial reduced its Phillips 66 (PSX) stake by 4.8% in Q2 2026, selling an estimated $51.5K and leaving 5,919 shares worth $1.02M. The position accounts for 0.11% of the portfolio, ranked #126.

Symphony Financial first reported a position in PSX in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.15M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Symphony Financial held 5,919 shares of Phillips 66 worth $1.02M as of Q2 2026.
  • Symphony Financial sold 299 Phillips 66 shares in Q2 2026, an estimated $51.5K.
  • Phillips 66 made up 0.11% of Symphony Financial's portfolio in Q2 2026, its #126 holding.
  • Symphony Financial first reported a position in Phillips 66 in Q1 2020 and has held it in 25 quarters since.
  • Symphony Financial's Phillips 66 position peaked at $1.15M in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.