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Syon Capital’s Phillips 66 PSX Stock Holding History

Syon Capital’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 		$912K Buy
5,392
+282
+6% +$48.5K 0.04% 387
2026
Q1 		$931K Sell
5,110
-204
-4% -$32K 0.05% 331
2025
Q4 		$686K Buy
5,314
+161
+3% +$21.7K 0.03% 435
2025
Q3 		$701K Buy
5,153
+1,312
+34% +$168K 0.04% 366
2025
Q2 		$458K Sell
3,841
-2,826
-42% -$317K 0.03% 407
2025
Q1 		$823K Buy
6,667
+333
+5% +$41K 0.07% 219
2024
Q4 		$722K Buy
6,334
+2,216
+54% +$282K 0.07% 205
2024
Q3 		$541K Buy
4,118
+91
+2% +$12.3K 0.05% 259
2024
Q2 		$568K Buy
4,027
+388
+11% +$57.4K 0.05% 237
2024
Q1 		$594K Buy
3,639
+238
+7% +$34.3K 0.06% 239
2023
Q4 		$453K Buy
3,401
+248
+8% +$29.6K 0.05% 269
2023
Q3 		$379K Buy
+3,153
New +$354K 0.05% 231

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

Syon Capital's PSX Position: Q2 2026 in Review

Syon Capital increased its Phillips 66 (PSX) stake by 5.5% in Q2 2026, buying an estimated $48.5K and bringing the position to 5,392 shares worth $912K. The position accounts for 0.04% of the portfolio, ranked #387.

Syon Capital first reported a position in PSX in Q3 2023 and has held it in 12 quarters since. The position peaked at $931K in Q1 2026. 2,106 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Syon Capital held 5,392 shares of Phillips 66 worth $912K as of Q2 2026.
  • Syon Capital bought 282 Phillips 66 shares in Q2 2026, an estimated $48.5K.
  • Phillips 66 made up 0.04% of Syon Capital's portfolio in Q2 2026, its #387 holding.
  • Syon Capital first reported a position in Phillips 66 in Q3 2023 and has held it in 12 quarters since.
  • Syon Capital's Phillips 66 position peaked at $931K in Q1 2026.
  • 2,106 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.