GIM
PSX icon

Goelzer Investment Management’s Phillips 66 PSX Stock Holding History

Goelzer Investment Management’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 		$362K Hold
2,139
– – 0.02% 259
2026
Q1 		$390K Sell
2,139
-131
-6% -$20.5K 0.02% 241
2025
Q4 		$293K Sell
2,270
-23
-1% -$3.1K 0.01% 247
2025
Q3 		$312K Buy
2,293
+23
+1% +$2.95K 0.02% 223
2025
Q2 		$271K Sell
2,270
-50
-2% -$5.6K 0.01% 229
2025
Q1 		$286K Hold
2,320
– – 0.02% 216
2024
Q4 		$264K Hold
2,320
– – 0.02% 222
2024
Q3 		$305K Sell
2,320
-185
-7% -$25K 0.02% 207
2024
Q2 		$354K Hold
2,505
– – 0.02% 200
2024
Q1 		$409K Buy
2,505
+475
+23% +$68.5K 0.02% 195
2023
Q4 		$270K Buy
+2,030
New +$243K 0.02% 218

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

Goelzer Investment Management's PSX Position: Q2 2026 in Review

Goelzer Investment Management held its Phillips 66 (PSX) position steady in Q2 2026 at 2,139 shares worth $362K. The position accounts for 0.02% of the portfolio, ranked #259.

Goelzer Investment Management first reported a position in PSX in Q4 2023 and has held it in 11 quarters since. The position peaked at $409K in Q1 2024. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Goelzer Investment Management held 2,139 shares of Phillips 66 worth $362K as of Q2 2026.
  • Goelzer Investment Management left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.02% of Goelzer Investment Management's portfolio in Q2 2026, its #259 holding.
  • Goelzer Investment Management first reported a position in Phillips 66 in Q4 2023 and has held it in 11 quarters since.
  • Goelzer Investment Management's Phillips 66 position peaked at $409K in Q1 2024.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.