GC Wealth Management RIA’s Phillips 66 PSX Stock Holding History

GC Wealth Management RIA’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	$3.18M	Buy	18,801 +320	+2%	+$55.1K	0.18%	102
2026 Q1	$3.37M	Sell	18,481 -826	-4%	-$129K	0.14%	108
2025 Q4	$2.49M	Sell	19,307 -4,283	-18%	-$576K	0.09%	142
2025 Q3	$3.21M	Buy	23,590 +11,902	+102%	+$1.52M	0.11%	149
2025 Q2	$1.39M	Buy	+11,688	New	+$1.31M	0.11%	164

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

GC Wealth Management RIA's PSX Position: Q2 2026 in Review

GC Wealth Management RIA increased its Phillips 66 (PSX) stake by 1.7% in Q2 2026, buying an estimated $55.1K and bringing the position to 18,801 shares worth $3.18M. The position accounts for 0.18% of the portfolio, ranked #102.

GC Wealth Management RIA first reported a position in PSX in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.37M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

GC Wealth Management RIA held 18,801 shares of Phillips 66 worth $3.18M as of Q2 2026.
GC Wealth Management RIA bought 320 Phillips 66 shares in Q2 2026, an estimated $55.1K.
Phillips 66 made up 0.18% of GC Wealth Management RIA's portfolio in Q2 2026, its #102 holding.
GC Wealth Management RIA first reported a position in Phillips 66 in Q2 2025 and has held it in 5 quarters since.
GC Wealth Management RIA's Phillips 66 position peaked at $3.37M in Q1 2026.
2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.