FGC
PSX icon

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
2026
Q2 		$67.1K Buy
+397
New +$68.3K 0.01% 270
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

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 $3.38T AUM 44.17% 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

Financial Gravity Companies's PSX Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Phillips 66 (PSX) in Q2 2026: 397 shares worth $67.1K. The stake represents 0.01% of the portfolio and ranks #270 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in PSX as recently as Q2 2025.

Financial Gravity Companies first reported a position in PSX in Q1 2018 and has held it in 6 quarters since. The position peaked at $336K in Q4 2018. 2,107 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Financial Gravity Companies held 397 shares of Phillips 66 worth $67.1K as of Q2 2026.
  • Phillips 66 was a new Financial Gravity Companies position in Q2 2026.
  • Phillips 66 made up 0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #270 holding.
  • Financial Gravity Companies first reported a position in Phillips 66 in Q1 2018 and has held it in 6 quarters since.
  • Financial Gravity Companies's Phillips 66 position peaked at $336K in Q4 2018.
  • 2,107 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.