GWAG
PSX icon

Garrett Wealth Advisory Group’s Phillips 66 PSX Stock Holding History

Garrett Wealth Advisory Group’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 		$1.12M Sell
6,596
-194
-3% -$33.4K 0.17% 48
2026
Q1 		$1.24M Sell
6,790
-81
-1% -$12.7K 0.22% 40
2025
Q4 		$887K Buy
6,871
+213
+3% +$28.7K 0.17% 43
2025
Q3 		$906K Hold
6,658
– – 0.18% 40
2025
Q2 		$794K Hold
6,658
– – 0.17% 41
2025
Q1 		$822K Buy
6,658
+243
+4% +$29.9K 0.18% 39
2024
Q4 		$731K Buy
6,415
+150
+2% +$19.1K 0.17% 38
2024
Q3 		$824K Buy
6,265
+81
+1% +$10.9K 0.2% 36
2024
Q2 		$873K Buy
+6,184
New +$915K 0.32% 30
2019
Q4 		– Sell
-147
Closed -$15.1K – 506
2019
Q3 		$15.1K Buy
+147
New +$14.7K 0.01% 235

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

Garrett Wealth Advisory Group's PSX Position: Q2 2026 in Review

Garrett Wealth Advisory Group reduced its Phillips 66 (PSX) stake by 2.9% in Q2 2026, selling an estimated $33.4K and leaving 6,596 shares worth $1.12M. The position accounts for 0.17% of the portfolio, ranked #48.

Garrett Wealth Advisory Group first reported a position in PSX in Q3 2019 and has held it in 10 quarters since. The position peaked at $1.24M in Q1 2026. 2,107 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Garrett Wealth Advisory Group held 6,596 shares of Phillips 66 worth $1.12M as of Q2 2026.
  • Garrett Wealth Advisory Group sold 194 Phillips 66 shares in Q2 2026, an estimated $33.4K.
  • Phillips 66 made up 0.17% of Garrett Wealth Advisory Group's portfolio in Q2 2026, its #48 holding.
  • Garrett Wealth Advisory Group first reported a position in Phillips 66 in Q3 2019 and has held it in 10 quarters since.
  • Garrett Wealth Advisory Group's Phillips 66 position peaked at $1.24M in Q1 2026.
  • 2,107 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Garrett Wealth Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.