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Gratus Wealth Advisors’s Phillips 66 PSX Stock Holding History

Gratus Wealth 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 		$656K Buy
3,879
+55
+1% +$9.47K 0.08% 79
2026
Q1 		$697K Sell
3,824
-412
-10% -$64.6K 0.1% 73
2025
Q4 		$547K Buy
4,236
+83
+2% +$11.2K 0.08% 83
2025
Q3 		$565K Buy
4,153
+261
+7% +$33.4K 0.08% 89
2025
Q2 		$464K Buy
3,892
+24
+0.6% +$2.69K 0.07% 94
2025
Q1 		$478K Buy
3,868
+1,091
+39% +$134K 0.08% 91
2024
Q4 		$316K Buy
2,777
+14
+0.5% +$1.78K 0.05% 106
2024
Q3 		$383K Buy
2,763
+550
+25% +$74.3K 0.06% 101
2024
Q2 		$306K Buy
2,213
+774
+54% +$115K 0.05% 108
2024
Q1 		$221K Buy
+1,439
New +$207K 0.04% 128

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Gratus Wealth Advisors's PSX Position: Q2 2026 in Review

Gratus Wealth Advisors increased its Phillips 66 (PSX) stake by 1.4% in Q2 2026, buying an estimated $9.47K and bringing the position to 3,879 shares worth $656K. The position accounts for 0.08% of the portfolio, ranked #79.

Gratus Wealth Advisors first reported a position in PSX in Q1 2024 and has held it in 10 quarters since. The position peaked at $697K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Gratus Wealth Advisors held 3,879 shares of Phillips 66 worth $656K as of Q2 2026.
  • Gratus Wealth Advisors bought 55 Phillips 66 shares in Q2 2026, an estimated $9.47K.
  • Phillips 66 made up 0.08% of Gratus Wealth Advisors's portfolio in Q2 2026, its #79 holding.
  • Gratus Wealth Advisors first reported a position in Phillips 66 in Q1 2024 and has held it in 10 quarters since.
  • Gratus Wealth Advisors's Phillips 66 position peaked at $697K in Q1 2026.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.