Investors Asset Management of Georgia’s Phillips 66 PSX Stock Holding History

Investors Asset Management of Georgia’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	$342K	Sell	2,024 -89	-4%	-$15.3K	0.12%	146
2026 Q1	$385K	Hold	2,113	–	–	0.16%	136
2025 Q4	$273K	Sell	2,113 -463	-18%	-$62.3K	0.11%	150
2025 Q3	$350K	Hold	2,576	–	–	0.15%	128
2025 Q2	$307K	Sell	2,576 -26	-1%	-$2.91K	0.14%	126
2025 Q1	$321K	Sell	2,602 -100	-4%	-$12.3K	0.16%	121
2024 Q4	$308K	Sell	2,702 -100	-4%	-$12.7K	0.15%	123
2024 Q3	$368K	Hold	2,802	–	–	0.17%	114
2024 Q2	$396K	Hold	2,802	–	–	0.19%	103
2024 Q1	$458K	Sell	2,802 -800	-22%	-$115K	0.22%	97
2023 Q4	$475K	Buy	3,602 +50	+1%	+$5.98K	0.24%	91
2023 Q3	$423K	Hold	3,552	–	–	0.23%	97
2023 Q2	$339K	Sell	3,552 -50	-1%	-$4.86K	0.17%	112
2023 Q1	$365K	Sell	3,602 -50	-1%	-$5.08K	0.2%	109
2022 Q4	$380K	Hold	3,652	–	–	0.2%	113
2022 Q3	$295K	Hold	3,652	–	–	0.15%	129
2022 Q2	$299K	Hold	3,652	–	–	0.16%	124
2022 Q1	$315K	Hold	3,652	–	–	0.16%	132
2021 Q4	$265K	Hold	3,652	–	–	0.13%	145
2021 Q3	$256K	Sell	3,652 -50	-1%	-$3.62K	0.13%	145
2021 Q2	$318K	Sell	3,702 -100	-3%	-$8.44K	0.17%	122
2021 Q1	$310K	Sell	3,802 -25	-0.7%	-$1.96K	0.18%	125
2020 Q4	$268K	Sell	3,827 -37	-1%	-$2.17K	0.18%	117
2020 Q3	$200K	Hold	3,864	–	–	0.13%	129
2020 Q2	$278K	Hold	3,864	–	–	0.19%	108
2020 Q1	$207K	Sell	3,864 -100	-3%	-$8.14K	0.17%	119
2019 Q4	$442K	Sell	3,964 -100	-2%	-$11.2K	0.27%	87
2019 Q3	$416K	Buy	4,064 +100	+3%	+$10K	0.27%	88
2019 Q2	$371K	Hold	3,964	–	–	0.25%	93
2019 Q1	$377K	Hold	3,964	–	–	0.26%	87
2018 Q4	$341K	Sell	3,964 -250	-6%	-$24.4K	0.28%	91
2018 Q3	$475K	Sell	4,214 -200	-5%	-$23.1K	0.33%	75
2018 Q2	$496K	Sell	4,414 -100	-2%	-$11.2K	0.36%	68
2018 Q1	$433K	Sell	4,514 -34	-0.7%	-$3.31K	0.32%	75
2017 Q4	$460K	Hold	4,548	–	–	0.33%	76
2017 Q3	$417K	Hold	4,548	–	–	0.31%	82
2017 Q2	$376K	Sell	4,548 -75	-2%	-$5.89K	0.26%	91
2017 Q1	$366K	Hold	4,623	–	–	0.25%	91
2016 Q4	$399K	Buy	4,623 +200	+5%	+$16.6K	0.3%	80
2016 Q3	$356K	Buy	4,423 +185	+4%	+$14.4K	0.27%	87
2016 Q2	$336K	Buy	4,238 +425	+11%	+$34.7K	0.26%	88
2016 Q1	$330K	Sell	3,813 -500	-12%	-$40.6K	0.27%	90
2015 Q4	$353K	Sell	4,313 -787	-15%	-$67.9K	0.3%	83
2015 Q3	$392K	Hold	5,100	–	–	0.35%	66
2015 Q2	$411K	Sell	5,100 -50	-1%	-$3.97K	0.35%	68
2015 Q1	$405K	Sell	5,150 -50	-1%	-$3.67K	0.33%	71
2014 Q4	$373K	Buy	+5,200	New	+$384K	0.32%	79

Other funds holding PSX

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Investors Asset Management of Georgia's PSX Position: Q2 2026 in Review

Investors Asset Management of Georgia reduced its Phillips 66 (PSX) stake by 4.2% in Q2 2026, selling an estimated $15.3K and leaving 2,024 shares worth $342K. The position accounts for 0.12% of the portfolio, ranked #146.

Investors Asset Management of Georgia first reported a position in PSX in Q4 2014 and has held it in 47 quarters since. The position peaked at $496K in Q2 2018. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Investors Asset Management of Georgia held 2,024 shares of Phillips 66 worth $342K as of Q2 2026.
Investors Asset Management of Georgia sold 89 Phillips 66 shares in Q2 2026, an estimated $15.3K.
Phillips 66 made up 0.12% of Investors Asset Management of Georgia's portfolio in Q2 2026, its #146 holding.
Investors Asset Management of Georgia first reported a position in Phillips 66 in Q4 2014 and has held it in 47 quarters since.
Investors Asset Management of Georgia's Phillips 66 position peaked at $496K in Q2 2018.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Investors Asset Management of Georgia's 13F filing for Q2 2026, filed 22 Jul 2026.