Goodman Financial’s Phillips 66 PSX Stock Holding History

Goodman Financial’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	$356K	Sell	2,106 -360	-15%	-$62K	0.06%	63
2026 Q1	$449K	Hold	2,466	–	–	0.08%	61
2025 Q4	$318K	Hold	2,466	–	–	0.06%	58
2025 Q3	$335K	Hold	2,466	–	–	0.07%	53
2025 Q2	$294K	Hold	2,466	–	–	0.06%	56
2025 Q1	$305K	Sell	2,466 -67	-3%	-$8.26K	0.07%	53
2024 Q4	$289K	Hold	2,533	–	–	0.06%	57
2024 Q3	$333K	Sell	2,533 -380	-13%	-$51.3K	0.07%	48
2024 Q2	$411K	Sell	2,913 -365	-11%	-$54K	0.09%	49
2024 Q1	$535K	Sell	3,278 -535	-14%	-$77.1K	0.12%	41
2023 Q4	$508K	Hold	3,813	–	–	0.14%	35
2023 Q3	$458K	Hold	3,813	–	–	0.13%	36
2023 Q2	$364K	Hold	3,813	–	–	0.1%	40
2023 Q1	$387K	Hold	3,813	–	–	0.11%	40
2022 Q4	$397K	Hold	3,813	–	–	0.13%	38
2022 Q3	$308K	Hold	3,813	–	–	0.1%	42
2022 Q2	$313K	Hold	3,813	–	–	0.1%	45
2022 Q1	$329K	Hold	3,813	–	–	0.09%	44
2021 Q4	$276K	Buy	3,813 +66	+2%	+$4.99K	0.07%	48
2021 Q3	$262K	Hold	3,747	–	–	0.07%	46
2021 Q2	$322K	Hold	3,747	–	–	0.1%	45
2021 Q1	$306K	Hold	3,747	–	–	0.1%	44
2020 Q4	$262K	Buy	+3,747	New	+$220K	0.09%	44
2020 Q3	–	Sell	-3,741	Closed	-$269K	–	43
2020 Q2	$269K	Hold	3,741	–	–	0.13%	39
2020 Q1	$201K	Buy	3,741 +174	+5%	+$14.2K	0.12%	42
2019 Q4	$397K	Hold	3,567	–	–	0.17%	41
2019 Q3	$365K	Hold	3,567	–	–	0.18%	41
2019 Q2	$334K	Hold	3,567	–	–	0.17%	40
2019 Q1	$339K	Hold	3,567	–	–	0.17%	40
2018 Q4	$307K	Hold	3,567	–	–	0.17%	41
2018 Q3	$402K	Hold	3,567	–	–	0.2%	37
2018 Q2	$401K	Hold	3,567	–	–	0.18%	40
2018 Q1	$342K	Sell	3,567 -779	-18%	-$75.8K	0.16%	42
2017 Q4	$440K	Sell	4,346 -250	-5%	-$23.8K	0.2%	41
2017 Q3	$421K	Sell	4,596 -706	-13%	-$59.8K	0.21%	40
2017 Q2	$438K	Sell	5,302 -152	-3%	-$11.9K	0.23%	38
2017 Q1	$432K	Hold	5,454	–	–	0.23%	38
2016 Q4	$471K	Sell	5,454 -543	-9%	-$45.1K	0.26%	37
2016 Q3	$483K	Hold	5,997	–	–	0.29%	37
2016 Q2	$476K	Hold	5,997	–	–	0.28%	38
2016 Q1	$519K	Hold	5,997	–	–	0.32%	39
2015 Q4	$491K	Sell	5,997 -1,245	-17%	-$107K	0.3%	39
2015 Q3	$556K	Hold	7,242	–	–	0.35%	37
2015 Q2	$583K	Hold	7,242	–	–	0.37%	36
2015 Q1	$569K	Buy	+7,242	New	+$532K	0.35%	39
2014 Q4	–	Sell	-7,242	Closed	-$589K	–	43
2014 Q3	$589K	Hold	7,242	–	–	0.4%	36
2014 Q2	$582K	Hold	7,242	–	–	0.35%	37
2014 Q1	$558K	Hold	7,242	–	–	0.34%	37
2013 Q4	$559K	Sell	7,242 -140	-2%	-$9.34K	0.35%	38
2013 Q3	$427K	Hold	7,382	–	–	0.3%	36
2013 Q2	$435K	Buy	+7,382	New	+$464K	0.33%	36

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

Goodman Financial's PSX Position: Q2 2026 in Review

Goodman Financial reduced its Phillips 66 (PSX) stake by 15% in Q2 2026, selling an estimated $62K and leaving 2,106 shares worth $356K. The position accounts for 0.06% of the portfolio, ranked #63.

Goodman Financial first reported a position in PSX in Q2 2013 and has held it in 51 quarters since. The position peaked at $589K in Q3 2014. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Goodman Financial held 2,106 shares of Phillips 66 worth $356K as of Q2 2026.
Goodman Financial sold 360 Phillips 66 shares in Q2 2026, an estimated $62K.
Phillips 66 made up 0.06% of Goodman Financial's portfolio in Q2 2026, its #63 holding.
Goodman Financial first reported a position in Phillips 66 in Q2 2013 and has held it in 51 quarters since.
Goodman Financial's Phillips 66 position peaked at $589K in Q3 2014.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Goodman Financial's 13F filing for Q2 2026, filed 29 Jul 2026.