Financial Gravity Asset Management’s Phillips 66 PSX Stock Holding History

Financial Gravity Asset Management’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	$72.3K	Sell	397 -16	-4%	-$2.51K	0.01%	258
2025 Q4	$53.3K	Sell	413 -78	-16%	-$10.5K	0.01%	245
2025 Q3	$133K	Buy	+491	New	+$62.9K	0.03%	187
2025 Q1	$49K	Buy	+397	New	+$48.9K	0.01%	306
2024 Q2	$56K	Sell	397 -3	-0.8%	-$444	0.01%	248
2024 Q1	$53.4K	Hold	400	–	–	0.02%	250
2023 Q4	$53.3K	Buy	+400	New	+$47.8K	0.02%	249
2019 Q4	$174K	Sell	1,566 -2	-0.1%	-$225	0.12%	146
2019 Q3	$161K	Hold	1,568	–	–	0.14%	143
2019 Q2	$147K	Sell	1,568 -10	-0.6%	-$897	0.12%	182
2019 Q1	$150K	Buy	+1,578	New	+$150K	0.12%	167
2018 Q3	$353K	Buy	3,525 +1,993	+130%	+$230K	0.37%	44
2018 Q2	$188K	Buy	1,532 +972	+174%	+$109K	0.18%	135
2018 Q1	$64K	Buy	+560	New	+$54.5K	0.07%	256

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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

Financial Gravity Asset Management's PSX Position: Q1 2026 in Review

Financial Gravity Asset Management reduced its Phillips 66 (PSX) stake by 3.9% in Q1 2026, selling an estimated $2.51K and leaving 397 shares worth $72.3K. The position accounts for 0.01% of the portfolio, ranked #258.

Financial Gravity Asset Management first reported a position in PSX in Q1 2018 and has held it in 14 quarters since. The position peaked at $353K in Q3 2018. 2,131 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

Financial Gravity Asset Management held 397 shares of Phillips 66 worth $72.3K as of Q1 2026.
Financial Gravity Asset Management sold 16 Phillips 66 shares in Q1 2026, an estimated $2.51K.
Phillips 66 made up 0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #258 holding.
Financial Gravity Asset Management first reported a position in Phillips 66 in Q1 2018 and has held it in 14 quarters since.
Financial Gravity Asset Management's Phillips 66 position peaked at $353K in Q3 2018.
2,131 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.