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Syntegra Private Wealth Group’s Phillips 66 PSX Stock Holding History

Syntegra Private Wealth 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 		$654K Buy
3,866
+14
+0.4% +$2.41K 0.05% 95
2026
Q1 		$702K Sell
3,852
-35
-0.9% -$5.49K 0.07% 80
2025
Q4 		$502K Sell
3,887
-105
-3% -$14.1K 0.05% 104
2025
Q3 		$543K Buy
3,992
+45
+1% +$5.76K 0.05% 94
2025
Q2 		$471K Buy
3,947
+9
+0.2% +$1.01K 0.05% 103
2025
Q1 		$486K Buy
3,938
+66
+2% +$8.13K 0.06% 84
2024
Q4 		$441K Buy
3,872
+24
+0.6% +$3.05K 0.05% 91
2024
Q3 		$506K Buy
3,848
+1
+0% +$135 0.06% 78
2024
Q2 		$543K Buy
3,847
+2,593
+207% +$384K 0.07% 65
2024
Q1 		$205K Buy
+1,254
New +$181K 0.03% 137

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

Syntegra Private Wealth Group's PSX Position: Q2 2026 in Review

Syntegra Private Wealth Group increased its Phillips 66 (PSX) stake by 0.36% in Q2 2026, buying an estimated $2.41K and bringing the position to 3,866 shares worth $654K. The position accounts for 0.05% of the portfolio, ranked #95.

Syntegra Private Wealth Group first reported a position in PSX in Q1 2024 and has held it in 10 quarters since. The position peaked at $702K in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Syntegra Private Wealth Group held 3,866 shares of Phillips 66 worth $654K as of Q2 2026.
  • Syntegra Private Wealth Group bought 14 Phillips 66 shares in Q2 2026, an estimated $2.41K.
  • Phillips 66 made up 0.05% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #95 holding.
  • Syntegra Private Wealth Group first reported a position in Phillips 66 in Q1 2024 and has held it in 10 quarters since.
  • Syntegra Private Wealth Group's Phillips 66 position peaked at $702K in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.