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Gries Financial’s Phillips 66 PSX Stock Holding History

Gries Financial’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
2025
Q3 		$223K Buy
+1,636
New +$210K 0.04% 294
2023
Q2 		– Sell
-20,473
Closed -$2.08M – 166
2023
Q1 		$2.08M Sell
20,473
-1,638
-7% -$167K 0.61% 47
2022
Q4 		$2.3M Buy
22,111
+7,333
+50% +$750K 0.76% 46
2022
Q3 		$1.19M Buy
14,778
+614
+4% +$52.3K 0.5% 63
2022
Q2 		$1.16M Buy
14,164
+316
+2% +$29.2K 0.55% 55
2022
Q1 		$1.2M Buy
13,848
+4,495
+48% +$378K 0.44% 69
2021
Q4 		$678K Buy
+9,353
New +$707K 0.28% 94
2021
Q3 		– Sell
-4,573
Closed -$328K – 181
2021
Q2 		$328K Buy
4,573
+125
+3% +$10.6K 0.11% 129
2021
Q1 		$375K Buy
+4,448
New +$349K 0.12% 127

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $15.9B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return