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GWN Securities’s Phillips 66 PSX Stock Holding History

GWN Securities’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 		$742K Buy
4,388
+24
+0.5% +$4.13K 0.12% 220
2026
Q1 		$795K Sell
4,364
-148
-3% -$23.2K 0.15% 170
2025
Q4 		$582K Buy
4,512
+532
+13% +$71.6K 0.12% 202
2025
Q3 		$548K Sell
3,980
-2,244
-36% -$287K 0.13% 182
2025
Q2 		$746K Buy
6,224
+3,532
+131% +$396K 0.14% 151
2025
Q1 		$335K Sell
2,692
-3,999
-60% -$493K 0.02% 554
2024
Q4 		$815K Buy
+6,691
New +$851K 0.22% 107

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

GWN Securities's PSX Position: Q2 2026 in Review

GWN Securities increased its Phillips 66 (PSX) stake by 0.55% in Q2 2026, buying an estimated $4.13K and bringing the position to 4,388 shares worth $742K. The position accounts for 0.12% of the portfolio, ranked #220.

GWN Securities first reported a position in PSX in Q4 2024 and has held it in 7 quarters since. The position peaked at $815K in Q4 2024. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • GWN Securities held 4,388 shares of Phillips 66 worth $742K as of Q2 2026.
  • GWN Securities bought 24 Phillips 66 shares in Q2 2026, an estimated $4.13K.
  • Phillips 66 made up 0.12% of GWN Securities's portfolio in Q2 2026, its #220 holding.
  • GWN Securities first reported a position in Phillips 66 in Q4 2024 and has held it in 7 quarters since.
  • GWN Securities's Phillips 66 position peaked at $815K in Q4 2024.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.