Synergy Financial Group’s Phillips 66 PSX Stock Holding History

Synergy Financial Group’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	–	Sell	-1,449	Closed	-$264K	–	129
2026 Q1	$264K	Buy	+1,449	New	+$227K	0.2%	96

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Synergy Financial Group's PSX Position: Q2 2026 in Review

Synergy Financial Group sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 1,449 shares — an estimated $264K sold.

Synergy Financial Group first reported a position in PSX in Q1 2026 and held it in 1 quarter. The position peaked at $264K in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Synergy Financial Group reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
Synergy Financial Group sold 1,449 Phillips 66 shares in Q2 2026, an estimated $264K.
Synergy Financial Group first reported a position in Phillips 66 in Q1 2026 and held it in 1 quarter.
Synergy Financial Group's Phillips 66 position peaked at $264K in Q1 2026.
2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.