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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
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 Sell
3,639
-3,163
-47% -$456K 0.06% 239
2023
Q4 		$906K Buy
6,802
+3,649
+116% +$436K 0.04% 279
2023
Q3 		$379K Buy
+3,153
New +$354K 0.05% 231

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

Syon Capital's PSX Position: Q1 2026 in Review

Syon Capital reduced its Phillips 66 (PSX) stake by 3.8% in Q1 2026, selling an estimated $32K and leaving 5,110 shares worth $931K. The position accounts for 0.05% of the portfolio, ranked #331.

Syon Capital first reported a position in PSX in Q3 2023 and has held it in 11 quarters since. 2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Syon Capital held 5,110 shares of Phillips 66 worth $931K as of Q1 2026.
  • Syon Capital sold 204 Phillips 66 shares in Q1 2026, an estimated $32K.
  • Phillips 66 made up 0.05% of Syon Capital's portfolio in Q1 2026, its #331 holding.
  • Syon Capital first reported a position in Phillips 66 in Q3 2023 and has held it in 11 quarters since.
  • 2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Syon Capital's 13F filing for Q1 2026, filed 13 May 2026.