Gleason Group’s Phillips 66 PSX Stock Holding History

Gleason 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	$130K	Buy	771 +39	+5%	+$6.71K	0.01%	90
2026 Q1	$133K	Sell	732 -50	-6%	-$7.83K	0.01%	76
2025 Q4	$101K	Buy	782 +7	+0.9%	+$942	0.01%	95
2025 Q3	$105K	Buy	775 +7	+0.9%	+$897	0.01%	83
2025 Q2	$91.6K	Buy	768 +8	+1%	+$896	0.01%	90
2025 Q1	$93.8K	Buy	760 +7	+0.9%	+$863	0.02%	87
2024 Q4	$85.8K	Buy	753 +7	+0.9%	+$890	0.02%	92
2024 Q3	$98.1K	Buy	746 +6	+0.8%	+$810	0.02%	87
2024 Q2	$105K	Buy	740 +6	+0.8%	+$888	0.02%	86
2024 Q1	$120K	Buy	734 +5	+0.7%	+$721	0.03%	83
2023 Q4	$97.1K	Buy	729 +6	+0.8%	+$717	0.02%	89
2023 Q3	$86.9K	Buy	723 +7	+1%	+$786	0.02%	94
2023 Q2	$68.3K	Buy	716 +8	+1%	+$778	0.02%	106
2023 Q1	$71.8K	Buy	708 +7	+1%	+$712	0.02%	99
2022 Q4	$73K	Buy	701 +7	+1%	+$716	0.02%	97
2022 Q3	$56K	Buy	694 +7	+1%	+$597	0.02%	103
2022 Q2	$56K	Buy	687 +6	+0.9%	+$555	0.02%	108
2022 Q1	$59K	Buy	681 +8	+1%	+$673	0.02%	109
2021 Q4	$49K	Buy	673 +9	+1%	+$680	0.02%	111
2021 Q3	$47K	Buy	664 +258	+64%	+$18.7K	0.02%	116
2021 Q2	$35K	Buy	406 +4	+1%	+$338	0.01%	122
2021 Q1	$33K	Buy	402 +5	+1%	+$392	0.01%	114
2020 Q4	$28K	Buy	397 +5	+1%	+$294	0.01%	116
2020 Q3	$20K	Buy	392 +6	+2%	+$366	0.01%	120
2020 Q2	$28K	Buy	386 +4	+1%	+$283	0.02%	109
2020 Q1	$20K	Buy	382 +5	+1%	+$407	0.02%	118
2019 Q4	$42K	Buy	+377	New	+$42.4K	0.03%	109

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

Gleason Group's PSX Position: Q2 2026 in Review

Gleason Group increased its Phillips 66 (PSX) stake by 5.3% in Q2 2026, buying an estimated $6.71K and bringing the position to 771 shares worth $130K. The position accounts for 0.01% of the portfolio, ranked #90.

Gleason Group first reported a position in PSX in Q4 2019 and has held it in 27 quarters since. The position peaked at $133K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Gleason Group held 771 shares of Phillips 66 worth $130K as of Q2 2026.
Gleason Group bought 39 Phillips 66 shares in Q2 2026, an estimated $6.71K.
Phillips 66 made up 0.01% of Gleason Group's portfolio in Q2 2026, its #90 holding.
Gleason Group first reported a position in Phillips 66 in Q4 2019 and has held it in 27 quarters since.
Gleason Group's Phillips 66 position peaked at $133K in Q1 2026.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Gleason Group's 13F filing for Q2 2026, filed 13 Jul 2026.