Garrison Point Advisors’s Phillips 66 PSX Stock Holding History

Garrison Point 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 Q2	$816K	Sell	4,828 -152	-3%	-$26.2K	0.33%	79
2026 Q1	$907K	Hold	4,980	–	–	0.41%	68
2025 Q4	$643K	Hold	4,980	–	–	0.28%	89
2025 Q3	$677K	Hold	4,980	–	–	0.28%	87
2025 Q2	$594K	Hold	4,980	–	–	0.27%	90
2025 Q1	$615K	Buy	4,980 +25	+0.5%	+$3.08K	0.3%	87
2024 Q4	$565K	Hold	4,955	–	–	0.27%	92
2024 Q3	$651K	Hold	4,955	–	–	0.4%	76
2024 Q2	$699K	Sell	4,955 -5	-0.1%	-$740	0.46%	67
2024 Q1	$810K	Hold	4,960	–	–	0.52%	63
2023 Q4	$660K	Hold	4,960	–	–	0.47%	66
2023 Q3	$596K	Sell	4,960 -15	-0.3%	-$1.68K	0.46%	72
2023 Q2	$475K	Hold	4,975	–	–	0.34%	92
2023 Q1	$504K	Sell	4,975 -100	-2%	-$10.2K	0.38%	84
2022 Q4	$528K	Sell	5,075 -30	-0.6%	-$3.07K	0.43%	84
2022 Q3	$412K	Hold	5,105	–	–	0.37%	87
2022 Q2	$419K	Sell	5,105 -300	-6%	-$27.8K	0.35%	91
2022 Q1	$467K	Hold	5,405	–	–	0.33%	92
2021 Q4	$392K	Hold	5,405	–	–	0.26%	111
2021 Q3	$379K	Hold	5,405	–	–	0.28%	108
2021 Q2	$464K	Hold	5,405	–	–	0.33%	92
2021 Q1	$441K	Sell	5,405 -300	-5%	-$23.5K	0.34%	91
2020 Q4	$399K	Sell	5,705 -1,165	-17%	-$68.4K	0.32%	97
2020 Q3	$356K	Sell	6,870 -2,530	-27%	-$154K	0.32%	97
2020 Q2	$676K	Sell	9,400 -422	-4%	-$29.9K	0.67%	52
2020 Q1	$527K	Sell	9,822 -2,725	-22%	-$222K	0.64%	55
2019 Q4	$1.4M	Hold	12,547	–	–	1.28%	29
2019 Q3	$1.28M	Hold	12,547	–	–	1.27%	29
2019 Q2	$1.17M	Buy	12,547 +140	+1%	+$12.6K	1.18%	29
2019 Q1	$1.18M	Sell	12,407 -180	-1%	-$17.1K	1.23%	27
2018 Q4	$1.08M	Buy	+12,587	New	+$1.23M	1.34%	25

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Garrison Point Advisors's PSX Position: Q2 2026 in Review

Garrison Point Advisors reduced its Phillips 66 (PSX) stake by 3.1% in Q2 2026, selling an estimated $26.2K and leaving 4,828 shares worth $816K. The position accounts for 0.33% of the portfolio, ranked #79.

Garrison Point Advisors first reported a position in PSX in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.4M in Q4 2019. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Garrison Point Advisors held 4,828 shares of Phillips 66 worth $816K as of Q2 2026.
Garrison Point Advisors sold 152 Phillips 66 shares in Q2 2026, an estimated $26.2K.
Phillips 66 made up 0.33% of Garrison Point Advisors's portfolio in Q2 2026, its #79 holding.
Garrison Point Advisors first reported a position in Phillips 66 in Q4 2018 and has held it in 31 quarters since.
Garrison Point Advisors's Phillips 66 position peaked at $1.4M in Q4 2019.
2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Garrison Point Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.