Matthew Goff Investment Advisor’s Phillips 66 PSX Stock Holding History

Matthew Goff Investment Advisor’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	$1M	Hold	5,938	–	–	0.17%	58
2026 Q1	$1.08M	Hold	5,938	–	–	0.18%	69
2025 Q4	$766K	Hold	5,938	–	–	0.14%	61
2025 Q3	$808K	Hold	5,938	–	–	0.14%	64
2025 Q2	$708K	Hold	5,938	–	–	0.13%	65
2025 Q1	$733K	Hold	5,938	–	–	0.14%	69
2024 Q4	$677K	Hold	5,938	–	–	0.13%	71
2024 Q3	$781K	Hold	5,938	–	–	0.15%	70
2024 Q2	$838K	Hold	5,938	–	–	0.17%	66
2024 Q1	$970K	Sell	5,938 -3,197	-35%	-$461K	0.2%	58
2023 Q4	$1.22M	Hold	9,135	–	–	0.27%	54
2023 Q3	$1.1M	Hold	9,135	–	–	0.26%	55
2023 Q2	$871K	Buy	9,135 +3,000	+49%	+$292K	0.2%	63
2023 Q1	$622K	Hold	6,135	–	–	0.15%	65
2022 Q4	$639K	Sell	6,135 -2,056	-25%	-$210K	0.17%	63
2022 Q3	$661K	Hold	8,191	–	–	0.19%	55
2022 Q2	$672K	Hold	8,191	–	–	0.18%	59
2022 Q1	$708K	Hold	8,191	–	–	0.17%	54
2021 Q4	$594K	Hold	8,191	–	–	0.14%	57
2021 Q3	$574K	Hold	8,191	–	–	0.14%	62
2021 Q2	$703K	Hold	8,191	–	–	0.18%	60
2021 Q1	$668K	Hold	8,191	–	–	0.19%	62
2020 Q4	$573K	Hold	8,191	–	–	0.17%	62
2020 Q3	$425K	Sell	8,191 -186	-2%	-$11.4K	0.14%	62
2020 Q2	$602K	Buy	8,377 +19	+0.2%	+$1.34K	0.2%	56
2020 Q1	$448K	Sell	8,358 -712	-8%	-$57.9K	0.19%	44
2019 Q4	$1.01M	Sell	9,070 -2,042	-18%	-$229K	0.37%	37
2019 Q3	$1.14M	Hold	11,112	–	–	0.47%	34
2019 Q2	$1.04M	Buy	11,112 +6,261	+129%	+$562K	0.44%	34
2019 Q1	$462K	Buy	4,851 +439	+10%	+$41.7K	0.21%	40
2018 Q4	$380K	Hold	4,412	–	–	0.19%	40
2018 Q3	$497K	Sell	4,412 -546	-11%	-$63.1K	0.2%	54
2018 Q2	$557K	Sell	4,958 -250	-5%	-$28.1K	0.22%	52
2018 Q1	$500K	Sell	5,208 -360	-6%	-$35K	0.21%	54
2017 Q4	$563K	Sell	5,568 -3,578	-39%	-$340K	0.24%	51
2017 Q3	$838K	Hold	9,146	–	–	0.36%	46
2017 Q2	$756K	Hold	9,146	–	–	0.68%	26
2017 Q1	$725K	Buy	+9,146	New	+$737K	0.69%	25

Other funds holding PSX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MSRPS

Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Matthew Goff Investment Advisor's PSX Position: Q2 2026 in Review

Matthew Goff Investment Advisor held its Phillips 66 (PSX) position steady in Q2 2026 at 5,938 shares worth $1M. The position accounts for 0.17% of the portfolio, ranked #58.

Matthew Goff Investment Advisor first reported a position in PSX in Q1 2017 and has held it in 38 quarters since. The position peaked at $1.22M in Q4 2023. 964 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Matthew Goff Investment Advisor held 5,938 shares of Phillips 66 worth $1M as of Q2 2026.
Matthew Goff Investment Advisor left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.17% of Matthew Goff Investment Advisor's portfolio in Q2 2026, its #58 holding.
Matthew Goff Investment Advisor first reported a position in Phillips 66 in Q1 2017 and has held it in 38 quarters since.
Matthew Goff Investment Advisor's Phillips 66 position peaked at $1.22M in Q4 2023.
964 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Matthew Goff Investment Advisor's 13F filing for Q2 2026, filed 8 Jul 2026.