FRG Family Wealth Advisors’s Phillips 66 PSX Stock Holding History

FRG Family Wealth Advisors’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	$620K	Sell	3,401 -1,832	-35%	-$287K	0.1%	106
2025 Q4	$675K	Sell	5,233 -470	-8%	-$63.3K	0.1%	104
2025 Q3	$776K	Hold	5,703	–	–	0.12%	99
2025 Q2	$680K	Hold	5,703	–	–	0.12%	94
2025 Q1	$704K	Hold	5,703	–	–	0.14%	94
2024 Q4	$650K	Hold	5,703	–	–	0.12%	96
2024 Q3	$750K	Hold	5,703	–	–	0.13%	95
2024 Q2	$759K	Hold	5,703	–	–	0.15%	89
2024 Q1	$817K	Hold	5,703	–	–	0.16%	85
2023 Q4	$759K	Hold	5,703	–	–	0.15%	90
2023 Q3	$685K	Hold	5,703	–	–	0.15%	91
2023 Q2	$544K	Hold	5,703	–	–	0.12%	94
2023 Q1	$578K	Hold	5,703	–	–	0.13%	94
2022 Q4	$594K	Hold	5,703	–	–	0.14%	95
2022 Q3	$460K	Hold	5,703	–	–	0.11%	98
2022 Q2	$468K	Hold	5,703	–	–	0.11%	101
2022 Q1	$493K	Buy	5,703 +100	+2%	+$8.41K	0.1%	105
2021 Q4	$406K	Sell	5,603 -413	-7%	-$31.2K	0.08%	114
2021 Q3	$421K	Sell	6,016 -1,045	-15%	-$75.6K	0.08%	103
2021 Q2	$606K	Hold	7,061	–	–	0.12%	98
2021 Q1	$576K	Sell	7,061 -375	-5%	-$29.4K	0.12%	93
2020 Q4	$520K	Sell	7,436 -2,740	-27%	-$161K	0.11%	92
2020 Q3	$528K	Sell	10,176 -335	-3%	-$20.4K	0.13%	91
2020 Q2	$756K	Sell	10,511 -1,287	-11%	-$91.1K	0.2%	79
2020 Q1	$633K	Sell	11,798 -2,425	-17%	-$197K	0.19%	81
2019 Q4	$1.58M	Sell	14,223 -482	-3%	-$54.1K	0.38%	55
2019 Q3	$1.51M	Sell	14,705 -1,662	-10%	-$167K	0.39%	58
2019 Q2	$1.53M	Sell	16,367 -1,260	-7%	-$113K	0.4%	60
2019 Q1	$1.68M	Sell	17,627 -2,183	-11%	-$208K	0.48%	57
2018 Q4	$1.71M	Sell	19,810 -1,847	-9%	-$180K	0.56%	51
2018 Q3	$2.44M	Sell	21,657 -2,509	-10%	-$290K	0.67%	47
2018 Q2	$2.71M	Sell	24,166 -75	-0.3%	-$8.43K	0.81%	42
2018 Q1	$2.33M	Sell	24,241 -65	-0.3%	-$6.33K	0.77%	44
2017 Q4	$2.46M	Hold	24,306	–	–	0.79%	46
2017 Q3	$2.23M	Sell	24,306 -118	-0.5%	-$9.99K	0.77%	46
2017 Q2	$2.02M	Buy	24,424 +458	+2%	+$36K	0.74%	46
2017 Q1	$1.88M	Sell	23,966 -123	-0.5%	-$9.91K	0.73%	47
2016 Q4	$2.08M	Hold	24,089	–	–	0.87%	40
2016 Q3	$1.94M	Hold	24,089	–	–	0.87%	43
2016 Q2	$1.91M	Hold	24,089	–	–	0.86%	41
2016 Q1	$2.11M	Buy	24,089 +50	+0.2%	+$4.06K	1.02%	31
2015 Q4	$1.97M	Buy	+24,039	New	+$2.07M	0.96%	38

Other funds holding PSX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FRG Family Wealth Advisors's PSX Position: Q1 2026 in Review

FRG Family Wealth Advisors reduced its Phillips 66 (PSX) stake by 35% in Q1 2026, selling an estimated $287K and leaving 3,401 shares worth $620K. The position accounts for 0.1% of the portfolio, ranked #106.

FRG Family Wealth Advisors first reported a position in PSX in Q4 2015 and has held it in 42 quarters since. The position peaked at $2.71M in Q2 2018. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

FRG Family Wealth Advisors held 3,401 shares of Phillips 66 worth $620K as of Q1 2026.
FRG Family Wealth Advisors sold 1,832 Phillips 66 shares in Q1 2026, an estimated $287K.
Phillips 66 made up 0.1% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #106 holding.
FRG Family Wealth Advisors first reported a position in Phillips 66 in Q4 2015 and has held it in 42 quarters since.
FRG Family Wealth Advisors's Phillips 66 position peaked at $2.71M in Q2 2018.
2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.