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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

M3 Advisory Group's PSX Position: Q1 2026 in Review

M3 Advisory Group increased its Phillips 66 (PSX) stake by 3% in Q1 2026, buying an estimated $12.2K and bringing the position to 2,672 shares worth $487K. The position accounts for 0.3% of the portfolio, ranked #65.

M3 Advisory Group first reported a position in PSX in Q4 2023 and has held it in 10 quarters since. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • M3 Advisory Group held 2,672 shares of Phillips 66 worth $487K as of Q1 2026.
  • M3 Advisory Group bought 78 Phillips 66 shares in Q1 2026, an estimated $12.2K.
  • Phillips 66 made up 0.3% of M3 Advisory Group's portfolio in Q1 2026, its #65 holding.
  • M3 Advisory Group first reported a position in Phillips 66 in Q4 2023 and has held it in 10 quarters since.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.