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Gladstone Institutional Advisory’s Phillips 66 PSX Stock Holding History

Gladstone Institutional Advisory’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 		$5.31M Sell
31,383
-3
-0% -$516 0.17% 126
2026
Q1 		$5.72M Sell
31,386
-2,435
-7% -$382K 0.21% 105
2025
Q4 		$4.36M Sell
33,821
-1,557
-4% -$210K 0.16% 136
2025
Q3 		$4.81M Sell
35,378
-684
-2% -$87.6K 0.19% 118
2025
Q2 		$4.3M Buy
36,062
+196
+0.5% +$22K 0.18% 134
2025
Q1 		$4.43M Buy
35,866
+3,331
+10% +$411K 0.21% 118
2024
Q4 		$3.71M Buy
32,535
+3,341
+11% +$425K 0.17% 135
2024
Q3 		$3.84M Buy
29,194
+3,809
+15% +$514K 0.19% 134
2024
Q2 		$3.58M Buy
25,385
+3,583
+16% +$530K 0.19% 146
2024
Q1 		$3.56M Sell
21,802
-685
-3% -$98.7K 0.2% 142
2023
Q4 		$2.99M Buy
22,487
+2,576
+13% +$308K 0.17% 156
2023
Q3 		$2.39M Buy
19,911
+283
+1% +$31.8K 0.15% 166
2023
Q2 		$1.87M Buy
19,628
+1,458
+8% +$142K 0.11% 203
2023
Q1 		$1.84M Sell
18,170
-1,573
-8% -$160K 0.12% 203
2022
Q4 		$2.05M Sell
19,743
-7,341
-27% -$751K 0.15% 187
2022
Q3 		$2.19M Buy
27,084
+3,183
+13% +$271K 0.17% 150
2022
Q2 		$1.96M Sell
23,901
-1,102
-4% -$102K 0.16% 164
2022
Q1 		$2.16M Sell
25,003
-9,221
-27% -$776K 0.15% 180
2021
Q4 		$2.48M Sell
34,224
-421
-1% -$31.8K 0.19% 145
2021
Q3 		$2.43M Buy
34,645
+5,883
+20% +$426K 0.24% 122
2021
Q2 		$2.47M Buy
28,762
+3,624
+14% +$306K 0.29% 94
2021
Q1 		$2.05M Buy
25,138
+4,535
+22% +$356K 0.32% 79
2020
Q4 		$1.44M Sell
20,603
-1,343
-6% -$78.8K 0.29% 80
2020
Q3 		$1.14M Sell
21,946
-1,305
-6% -$79.6K 0.27% 83
2020
Q2 		$1.67M Sell
23,251
-757
-3% -$53.6K 0.43% 59
2020
Q1 		$1.29M Sell
24,008
-724
-3% -$58.9K 0.33% 69
2019
Q4 		$2.76M Sell
24,732
-309
-1% -$34.7K 0.68% 37
2019
Q3 		$2.56M Buy
+25,041
New +$2.51M 0.65% 39

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 $3.37T AUM 44.26% 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

Gladstone Institutional Advisory's PSX Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its Phillips 66 (PSX) stake by 0.01% in Q2 2026, selling an estimated $516 and leaving 31,383 shares worth $5.31M. The position accounts for 0.17% of the portfolio, ranked #126.

Gladstone Institutional Advisory first reported a position in PSX in Q3 2019 and has held it in 28 quarters since. The position peaked at $5.72M in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Gladstone Institutional Advisory held 31,383 shares of Phillips 66 worth $5.31M as of Q2 2026.
  • Gladstone Institutional Advisory sold 3 Phillips 66 shares in Q2 2026, an estimated $516.
  • Phillips 66 made up 0.17% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #126 holding.
  • Gladstone Institutional Advisory first reported a position in Phillips 66 in Q3 2019 and has held it in 28 quarters since.
  • Gladstone Institutional Advisory's Phillips 66 position peaked at $5.72M in Q1 2026.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.