GoalVest Advisory’s Phillips 66 PSX Stock Holding History

GoalVest 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	$33.8K	Hold	200	–	–	0.01%	251
2026 Q1	$36.4K	Hold	200	–	–	0.01%	258
2025 Q4	$25.8K	Hold	200	–	–	﹤0.01%	312
2025 Q3	$27.2K	Hold	200	–	–	0.01%	273
2025 Q2	$23.9K	Hold	200	–	–	0.01%	260
2025 Q1	$24.7K	Hold	200	–	–	0.01%	226
2024 Q4	$22.8K	Hold	200	–	–	0.01%	239
2024 Q3	$26.3K	Hold	200	–	–	0.01%	244
2024 Q2	$28.2K	Hold	200	–	–	0.01%	211
2024 Q1	$32.7K	Hold	200	–	–	0.01%	224
2023 Q4	$26.6K	Hold	200	–	–	0.01%	183
2023 Q3	$24K	Hold	200	–	–	0.01%	200
2023 Q2	$19.1K	Buy	+200	New	+$19.4K	0.01%	205
2022 Q3	–	Sell	-343	Closed	-$28K	–	296
2022 Q2	$28K	Buy	+343	New	+$31.7K	0.02%	199
2021 Q1	–	Sell	-64	Closed	-$4K	–	216
2020 Q4	$4K	Buy	+64	New	+$3.76K	﹤0.01%	184

Other funds holding PSX

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

TCM

Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

GoalVest Advisory's PSX Position: Q2 2026 in Review

GoalVest Advisory held its Phillips 66 (PSX) position steady in Q2 2026 at 200 shares worth $33.8K. The position accounts for 0.01% of the portfolio, ranked #251.

GoalVest Advisory first reported a position in PSX in Q4 2020 and has held it in 15 quarters since. The position peaked at $36.4K in Q1 2026. 355 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

GoalVest Advisory held 200 shares of Phillips 66 worth $33.8K as of Q2 2026.
GoalVest Advisory left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #251 holding.
GoalVest Advisory first reported a position in Phillips 66 in Q4 2020 and has held it in 15 quarters since.
GoalVest Advisory's Phillips 66 position peaked at $36.4K in Q1 2026.
355 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.