GM Advisory Group’s Phillips 66 PSX Stock Holding History

GM Advisory 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 Q1	$473K	Hold	2,594	–	–	0.02%	240
2025 Q4	$335K	Sell	2,594 -117	-4%	-$15.7K	0.01%	269
2025 Q3	$369K	Buy	2,711 +6	+0.2%	+$769	0.02%	225
2025 Q2	$323K	Buy	+2,705	New	+$303K	0.02%	232
2020 Q2	–	Sell	-7,439	Closed	-$399K	–	185
2020 Q1	$399K	Buy	+7,439	New	+$605K	0.11%	82

Other funds holding PSX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

GM Advisory Group's PSX Position: Q1 2026 in Review

GM Advisory Group held its Phillips 66 (PSX) position steady in Q1 2026 at 2,594 shares worth $473K. The position accounts for 0.02% of the portfolio, ranked #240.

GM Advisory Group first reported a position in PSX in Q1 2020 and has held it in 5 quarters since. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

GM Advisory Group held 2,594 shares of Phillips 66 worth $473K as of Q1 2026.
GM Advisory Group left its Phillips 66 share count unchanged in Q1 2026.
Phillips 66 made up 0.02% of GM Advisory Group's portfolio in Q1 2026, its #240 holding.
GM Advisory Group first reported a position in Phillips 66 in Q1 2020 and has held it in 5 quarters since.
2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.