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Garton & Associates Financial Advisors’s Phillips 66 PSX Stock Holding History

Garton & Associates Financial 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 		– Sell
-164
Closed -$21.2K – 556
2025
Q4 		$21.2K Buy
+164
New +$22.1K 0.01% 614

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EIM
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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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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

Garton & Associates Financial Advisors's PSX Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Phillips 66 (PSX) in Q1 2026, closing a stake of 164 shares — an estimated $21.2K sold.

Garton & Associates Financial Advisors first reported a position in PSX in Q4 2025 and held it in 1 quarter. The position peaked at $21.2K in Q4 2025. 2,128 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Phillips 66 position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 164 Phillips 66 shares in Q1 2026, an estimated $21.2K.
  • Garton & Associates Financial Advisors first reported a position in Phillips 66 in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Phillips 66 position peaked at $21.2K in Q4 2025.
  • 2,128 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.