GWSG
PSX icon

GPS Wealth Strategies Group’s Phillips 66 PSX Stock Holding History

GPS Wealth Strategies 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
2025
Q4 		$25.9K Sell
201
-3,295
-94% -$443K 0.02% 292
2025
Q3 		$476K Sell
3,496
-484
-12% -$62K 0.05% 195
2025
Q2 		$475K Sell
3,980
-673
-14% -$75.4K 0.05% 187
2025
Q1 		$575K Sell
4,653
-1,976
-30% -$244K 0.08% 156
2024
Q4 		$755K Sell
6,629
-6,124
-48% -$779K 0.1% 129
2024
Q3 		$1.68M Sell
12,753
-9,348
-42% -$1.26M 0.22% 78
2024
Q2 		$3.12M Sell
22,101
-1,403
-6% -$208K 0.47% 34
2024
Q1 		$3.84M Sell
23,504
-1,759
-7% -$253K 0.62% 25
2023
Q4 		$3.36M Buy
25,263
+33
+0.1% +$3.94K 0.61% 29
2023
Q3 		$3.03M Buy
25,230
+14
+0.1% +$1.57K 0.58% 32
2023
Q2 		$2.41M Sell
25,216
-634
-2% -$61.6K 0.45% 43
2023
Q1 		$2.62M Buy
25,850
+753
+3% +$76.6K 0.54% 35
2022
Q4 		$2.61M Buy
25,097
+359
+1% +$36.7K 0.78% 35
2022
Q3 		$2M Buy
24,738
+225
+0.9% +$19.2K 0.5% 40
2022
Q2 		$2.01M Buy
24,513
+6,399
+35% +$592K 0.52% 44
2022
Q1 		$1.56M Buy
18,114
+17,864
+7,146% +$1.5M 0.35% 47
2021
Q4 		$18K Sell
250
-266
-52% -$20.1K ﹤0.01% 617
2021
Q3 		$36K Hold
516
– – 0.01% 455
2021
Q2 		$44K Hold
516
– – 0.01% 433
2021
Q1 		$42K Buy
+516
New +$40.5K 0.01% 412

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

GPS Wealth Strategies Group's PSX Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its Phillips 66 (PSX) stake by 94% in Q4 2025, selling an estimated $443K and leaving 201 shares worth $25.9K. The position accounts for 0.02% of the portfolio, ranked #292.

GPS Wealth Strategies Group first reported a position in PSX in Q1 2021 and has held it in 20 quarters since. The position peaked at $3.84M in Q1 2024. 1,901 funds tracked by Wall St. Rank hold PSX as of Q4 2025.

  • GPS Wealth Strategies Group held 201 shares of Phillips 66 worth $25.9K as of Q4 2025.
  • GPS Wealth Strategies Group sold 3,295 Phillips 66 shares in Q4 2025, an estimated $443K.
  • Phillips 66 made up 0.02% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #292 holding.
  • GPS Wealth Strategies Group first reported a position in Phillips 66 in Q1 2021 and has held it in 20 quarters since.
  • GPS Wealth Strategies Group's Phillips 66 position peaked at $3.84M in Q1 2024.
  • 1,901 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.