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 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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MSRPS

Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Granite Group Advisors's PSX Position: Q2 2026 in Review

Granite Group Advisors held its Phillips 66 (PSX) position steady in Q2 2026 at 2,828 shares worth $478K. The position accounts for 0.28% of the portfolio, ranked #50.

Granite Group Advisors first reported a position in PSX in Q4 2023 and has held it in 11 quarters since. The position peaked at $524K in Q1 2024. 964 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Granite Group Advisors held 2,828 shares of Phillips 66 worth $478K as of Q2 2026.
Granite Group Advisors left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.28% of Granite Group Advisors's portfolio in Q2 2026, its #50 holding.
Granite Group Advisors first reported a position in Phillips 66 in Q4 2023 and has held it in 11 quarters since.
Granite Group Advisors's Phillips 66 position peaked at $524K in Q1 2024.
964 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Granite Group Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.