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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Gries Financial's PSX Position: Q3 2025 in Review

Gries Financial opened a new position in Phillips 66 (PSX) in Q3 2025: 1,636 shares worth $223K. The stake represents 0.04% of the portfolio and ranks #294 among its holdings. This is a return to the name: Gries Financial previously reported a position in PSX as recently as Q1 2023.

Gries Financial first reported a position in PSX in Q1 2021 and has held it in 9 quarters since. The position peaked at $2.3M in Q4 2022. 1,838 funds tracked by Wall St. Rank hold PSX as of Q3 2025.

Gries Financial held 1,636 shares of Phillips 66 worth $223K as of Q3 2025.
Phillips 66 was a new Gries Financial position in Q3 2025.
Phillips 66 made up 0.04% of Gries Financial's portfolio in Q3 2025, its #294 holding.
Gries Financial first reported a position in Phillips 66 in Q1 2021 and has held it in 9 quarters since.
Gries Financial's Phillips 66 position peaked at $2.3M in Q4 2022.
1,838 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.