GI
PSX icon

Gradient Investments’s Phillips 66 PSX Stock Holding History

Gradient Investments’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 		$201K Sell
1,191
-16
-1% -$2.75K ﹤0.01% 447
2026
Q1 		$220K Buy
+1,207
New +$189K ﹤0.01% 409
2025
Q4 		– Sell
-1,473
Closed -$200K – 377
2025
Q3 		$200K Buy
+1,473
New +$189K ﹤0.01% 366
2024
Q3 		– Sell
-857
Closed -$121K – 1029
2024
Q2 		$121K Buy
857
+8
+0.9% +$1.18K ﹤0.01% 376
2024
Q1 		$139K Sell
849
-189
-18% -$27.2K ﹤0.01% 329
2023
Q4 		$138K Sell
1,038
-5,559
-84% -$664K ﹤0.01% 384
2023
Q3 		$793K Sell
6,597
-1,747
-21% -$196K 0.02% 185
2023
Q2 		$796K Sell
8,344
-734
-8% -$71.4K 0.02% 187
2023
Q1 		$920K Sell
9,078
-642
-7% -$65.3K 0.03% 176
2022
Q4 		$1.01M Buy
9,720
+1,993
+26% +$204K 0.03% 182
2022
Q3 		$624K Buy
7,727
+2,702
+54% +$230K 0.02% 199
2022
Q2 		$412K Buy
5,025
+2,640
+111% +$244K 0.01% 235
2022
Q1 		$206K Buy
2,385
+404
+20% +$34K 0.01% 287
2021
Q4 		$144K Buy
1,981
+16
+0.8% +$1.21K ﹤0.01% 315
2021
Q3 		$138K Buy
1,965
+6
+0.3% +$434 ﹤0.01% 328
2021
Q2 		$168K Sell
1,959
-543
-22% -$45.8K ﹤0.01% 302
2021
Q1 		$204K Sell
2,502
-7,673
-75% -$602K 0.01% 285
2020
Q4 		$527K Sell
10,175
-47
-0.5% -$2.76K 0.02% 189
2020
Q3 		$530K Sell
10,222
-6,415
-39% -$391K 0.02% 194
2020
Q2 		$1.2M Buy
16,637
+14,863
+838% +$1.05M 0.05% 159
2020
Q1 		$95K Buy
1,774
+1,354
+322% +$110K 0.01% 280
2019
Q4 		$47K Sell
420
-234
-36% -$26.3K ﹤0.01% 412
2019
Q3 		$67K Sell
654
-101,494
-99% -$10.2M ﹤0.01% 339
2019
Q2 		$9.55M Buy
102,148
+21,761
+27% +$1.95M 0.49% 49
2019
Q1 		$7.65M Sell
80,387
-13,564
-14% -$1.29M 0.49% 58
2018
Q4 		$8.09M Buy
93,951
+93,493
+20,413% +$9.13M 0.49% 47
2018
Q3 		$52K Sell
458
-225
-33% -$26K ﹤0.01% 356
2018
Q2 		$77K Sell
683
-93,870
-99% -$10.6M ﹤0.01% 291
2018
Q1 		$9.07M Buy
94,553
+7,492
+9% +$729K 0.49% 35
2017
Q4 		$8.81M Buy
87,061
+2,412
+3% +$229K 0.51% 26
2017
Q3 		$7.75M Buy
84,649
+3,419
+4% +$290K 0.5% 34
2017
Q2 		$6.72M Buy
81,230
+5,572
+7% +$437K 0.47% 53
2017
Q1 		$5.99M Buy
75,658
+75,521
+55,125% +$6.08M 0.46% 67
2016
Q4 		$12K Sell
137
-227
-62% -$18.9K ﹤0.01% 432
2016
Q3 		$29K Sell
364
-268
-42% -$20.8K ﹤0.01% 315
2016
Q2 		$50K Buy
632
+300
+90% +$24.5K 0.01% 261
2016
Q1 		$29K Sell
332
-130
-28% -$10.6K ﹤0.01% 309
2015
Q4 		$38K Hold
462
– – 0.01% 274
2015
Q3 		$36K Sell
462
-8
-2% -$636 0.01% 258
2015
Q2 		$38K Sell
470
-96
-17% -$7.63K 0.01% 265
2015
Q1 		$44K Buy
566
+226
+66% +$16.6K 0.01% 258
2014
Q4 		$24K Hold
340
– – ﹤0.01% 293
2014
Q3 		$28K Hold
340
– – 0.01% 252
2014
Q2 		$27K Buy
340
+220
+183% +$18.1K 0.01% 265
2014
Q1 		$9K Sell
120
-428
-78% -$32.6K ﹤0.01% 353
2013
Q4 		$42K Buy
548
+426
+349% +$28.4K 0.01% 237
2013
Q3 		$7K Sell
122
-198
-62% -$11.5K ﹤0.01% 313
2013
Q2 		$19K Buy
+320
New +$20.1K 0.01% 227

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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Gradient Investments's PSX Position: Q2 2026 in Review

Gradient Investments reduced its Phillips 66 (PSX) stake by 1.3% in Q2 2026, selling an estimated $2.75K and leaving 1,191 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

Gradient Investments first reported a position in PSX in Q2 2013 and has held it in 48 quarters since. The position peaked at $9.55M in Q2 2019. 355 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Gradient Investments held 1,191 shares of Phillips 66 worth $201K as of Q2 2026.
  • Gradient Investments sold 16 Phillips 66 shares in Q2 2026, an estimated $2.75K.
  • Phillips 66 made up ﹤0.01% of Gradient Investments's portfolio in Q2 2026, its #447 holding.
  • Gradient Investments first reported a position in Phillips 66 in Q2 2013 and has held it in 48 quarters since.
  • Gradient Investments's Phillips 66 position peaked at $9.55M in Q2 2019.
  • 355 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.