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Great Valley Advisor Group’s Phillips 66 PSX Stock Holding History

Great Valley Advisor 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
2026
Q2 		$2.53M Buy
14,955
+109
+0.7% +$18.8K 0.04% 353
2026
Q1 		$2.7M Buy
14,846
+120
+0.8% +$18.8K 0.05% 318
2025
Q4 		$1.9M Buy
14,726
+13
+0.1% +$1.75K 0.04% 352
2025
Q3 		$2M Buy
14,713
+73
+0.5% +$9.35K 0.04% 339
2025
Q2 		$1.75M Sell
14,640
-941
-6% -$105K 0.04% 342
2025
Q1 		$1.92M Sell
15,581
-114
-0.7% -$14.1K 0.04% 318
2024
Q4 		$1.79M Buy
15,695
+196
+1% +$24.9K 0.04% 336
2024
Q3 		$2.04M Buy
15,499
+267
+2% +$36.1K 0.05% 304
2024
Q2 		$2.15M Sell
15,232
-537
-3% -$79.5K 0.06% 274
2024
Q1 		$2.58M Buy
15,769
+1,777
+13% +$256K 0.08% 239
2023
Q4 		$1.86M Sell
13,992
-76
-0.5% -$9.08K 0.07% 250
2023
Q3 		$1.69M Buy
14,068
+739
+6% +$82.9K 0.07% 241
2023
Q2 		$1.27M Sell
13,329
-1,843
-12% -$179K 0.05% 282
2023
Q1 		$1.54M Sell
15,172
-7,298
-32% -$742K 0.07% 247
2022
Q4 		$2.34M Buy
22,470
+1,212
+6% +$124K 0.12% 190
2022
Q3 		$1.72M Buy
21,258
+1,275
+6% +$109K 0.1% 218
2022
Q2 		$1.64M Buy
19,983
+6,367
+47% +$589K 0.09% 222
2022
Q1 		$1.17M Buy
13,616
+3,328
+32% +$280K 0.07% 261
2021
Q4 		$745K Buy
10,288
+2,948
+40% +$223K 0.05% 310
2021
Q3 		$514K Buy
7,340
+1,097
+18% +$79.4K 0.04% 352
2021
Q2 		$535K Buy
6,243
+301
+5% +$25.4K 0.04% 336
2021
Q1 		$484K Buy
5,942
+129
+2% +$10.1K 0.05% 308
2020
Q4 		$407K Buy
+5,813
New +$341K 0.04% 313
2020
Q3 		– Sell
-3,224
Closed -$233K – 452
2020
Q2 		$233K Buy
+3,224
New +$228K 0.04% 361
2020
Q1 		– Sell
-2,156
Closed -$241K – 363
2019
Q4 		$241K Buy
2,156
+9
+0.4% +$1.01K 0.05% 317
2019
Q3 		$219K Buy
+2,147
New +$215K 0.05% 318

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

Great Valley Advisor Group's PSX Position: Q2 2026 in Review

Great Valley Advisor Group increased its Phillips 66 (PSX) stake by 0.73% in Q2 2026, buying an estimated $18.8K and bringing the position to 14,955 shares worth $2.53M. The position accounts for 0.04% of the portfolio, ranked #353.

Great Valley Advisor Group first reported a position in PSX in Q3 2019 and has held it in 26 quarters since. The position peaked at $2.7M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Great Valley Advisor Group held 14,955 shares of Phillips 66 worth $2.53M as of Q2 2026.
  • Great Valley Advisor Group bought 109 Phillips 66 shares in Q2 2026, an estimated $18.8K.
  • Phillips 66 made up 0.04% of Great Valley Advisor Group's portfolio in Q2 2026, its #353 holding.
  • Great Valley Advisor Group first reported a position in Phillips 66 in Q3 2019 and has held it in 26 quarters since.
  • Great Valley Advisor Group's Phillips 66 position peaked at $2.7M in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.