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M3 Advisory Group’s Phillips 66 PSX Stock Holding History

M3 Advisory 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 		$453K Buy
2,677
+5
+0.2% +$861 0.23% 78
2026
Q1 		$487K Buy
2,672
+78
+3% +$12.2K 0.3% 65
2025
Q4 		$335K Buy
2,594
+109
+4% +$14.7K 0.2% 84
2025
Q3 		$338K Buy
2,485
+81
+3% +$10.4K 0.21% 85
2025
Q2 		$287K Buy
2,404
+20
+0.8% +$2.24K 0.2% 95
2025
Q1 		$294K Buy
2,384
+61
+3% +$7.52K 0.23% 93
2024
Q4 		$265K Sell
2,323
-67
-3% -$8.52K 0.19% 109
2024
Q3 		$314K Buy
2,390
+176
+8% +$23.8K 0.23% 100
2024
Q2 		$313K Buy
2,214
+152
+7% +$22.5K 0.26% 94
2024
Q1 		$337K Buy
2,062
+92
+5% +$13.3K 0.31% 79
2023
Q4 		$262K Buy
+1,970
New +$235K 0.31% 76

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

M3 Advisory Group's PSX Position: Q2 2026 in Review

M3 Advisory Group increased its Phillips 66 (PSX) stake by 0.19% in Q2 2026, buying an estimated $861 and bringing the position to 2,677 shares worth $453K. The position accounts for 0.23% of the portfolio, ranked #78.

M3 Advisory Group first reported a position in PSX in Q4 2023 and has held it in 11 quarters since. The position peaked at $487K in Q1 2026. 2,102 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • M3 Advisory Group held 2,677 shares of Phillips 66 worth $453K as of Q2 2026.
  • M3 Advisory Group bought 5 Phillips 66 shares in Q2 2026, an estimated $861.
  • Phillips 66 made up 0.23% of M3 Advisory Group's portfolio in Q2 2026, its #78 holding.
  • M3 Advisory Group first reported a position in Phillips 66 in Q4 2023 and has held it in 11 quarters since.
  • M3 Advisory Group's Phillips 66 position peaked at $487K in Q1 2026.
  • 2,102 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on M3 Advisory Group's 13F filing for Q2 2026, filed 24 Jul 2026.