Granite Group Advisors
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Granite Group Advisors’s Phillips 66 PSX Stock Holding History

Granite Group Advisors’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
Q3 		$722K Buy
2,829
+1
+0% +$228 0.46% 34
2026
Q2 		$478K Hold
2,828
– – 0.28% 50
2026
Q1 		$494K Sell
2,828
-320
-10% -$50.1K 0.3% 50
2025
Q4 		$406K Buy
3,148
+1
+0% +$135 0.23% 55
2025
Q3 		$428K Buy
3,147
+60
+2% +$7.69K 0.26% 46
2025
Q2 		$368K Hold
3,087
– – 0.22% 46
2025
Q1 		$381K Hold
3,087
– – 0.26% 43
2024
Q4 		$352K Sell
3,087
-120
-4% -$15.3K 0.22% 45
2024
Q3 		$422K Hold
3,207
– – 0.27% 39
2024
Q2 		$453K Hold
3,207
– – 0.34% 40
2024
Q1 		$524K Buy
3,207
+120
+4% +$17.3K 0.35% 45
2023
Q4 		$461K Buy
+3,087
New +$369K 0.33% 51

Other funds holding PSX

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Granite Group Advisors's PSX Position: Q3 2026 in Review

Granite Group Advisors increased its Phillips 66 (PSX) stake by 0.04% in Q3 2026, buying an estimated $228 and bringing the position to 2,829 shares worth $722K. The position accounts for 0.46% of the portfolio, ranked #34.

Granite Group Advisors first reported a position in PSX in Q4 2023 and has held it in 12 quarters since. 1,962 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Granite Group Advisors held 2,829 shares of Phillips 66 worth $722K as of Q3 2026.
  • Granite Group Advisors bought 1 Phillips 66 share in Q3 2026, an estimated $228.
  • Phillips 66 made up 0.46% of Granite Group Advisors's portfolio in Q3 2026, its #34 holding.
  • Granite Group Advisors first reported a position in Phillips 66 in Q4 2023 and has held it in 12 quarters since.
  • 1,962 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Granite Group Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.