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Financial Gravity Companies’s Phillips 66 PSX Stock Holding History

Financial Gravity Companies’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
2025
Q2 		$47.4K Buy
+397
New +$44.5K 0.01% 307
2024
Q4 		$45.2K Hold
397
– – 0.01% 299
2024
Q3 		$52.2K Buy
+397
New +$53.6K 0.01% 176
2018
Q4 		$336K Buy
+3,566
New +$348K 0.31% 48
2018
Q1 		$64K Buy
+560
New +$54.5K 0.07% 256

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Gravity Companies's PSX Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Phillips 66 (PSX) in Q2 2025: 397 shares worth $47.4K. The stake represents 0.01% of the portfolio and ranks #307 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in PSX as recently as Q4 2024.

Financial Gravity Companies first reported a position in PSX in Q1 2018 and has held it in 5 quarters since. The position peaked at $336K in Q4 2018. 1,763 funds tracked by Wall St. Rank hold PSX as of Q2 2025.

  • Financial Gravity Companies held 397 shares of Phillips 66 worth $47.4K as of Q2 2025.
  • Phillips 66 was a new Financial Gravity Companies position in Q2 2025.
  • Phillips 66 made up 0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #307 holding.
  • Financial Gravity Companies first reported a position in Phillips 66 in Q1 2018 and has held it in 5 quarters since.
  • Financial Gravity Companies's Phillips 66 position peaked at $336K in Q4 2018.
  • 1,763 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.