McGowan Group Asset Management’s Phillips 66 PSX Stock Holding History

McGowan Group Asset Management’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	$315K	Sell	1,866 -60	-3%	-$10.3K	0.04%	103
2026 Q1	$351K	Buy	1,926 +15	+0.8%	+$2.35K	0.04%	94
2025 Q4	$247K	Buy	1,911 +18	+1%	+$2.42K	0.03%	112
2025 Q3	$258K	Hold	1,893	–	–	0.03%	107
2025 Q2	$226K	Hold	1,893	–	–	0.03%	118
2025 Q1	$234K	Hold	1,893	–	–	0.03%	116
2024 Q4	$216K	Hold	1,893	–	–	0.03%	120
2024 Q3	$249K	Hold	1,893	–	–	0.03%	110
2024 Q2	$267K	Sell	1,893 -128	-6%	-$18.9K	0.04%	107
2024 Q1	$330K	Hold	2,021	–	–	0.05%	101
2023 Q4	$269K	Buy	2,021 +2	+0.1%	+$239	0.04%	111
2023 Q3	$243K	Buy	+2,019	New	+$227K	0.04%	117
2023 Q2	–	Sell	-2,012	Closed	-$204K	–	138
2023 Q1	$204K	Hold	2,012	–	–	0.03%	135
2022 Q4	$209K	Buy	+2,012	New	+$206K	0.03%	132

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

McGowan Group Asset Management's PSX Position: Q2 2026 in Review

McGowan Group Asset Management reduced its Phillips 66 (PSX) stake by 3.1% in Q2 2026, selling an estimated $10.3K and leaving 1,866 shares worth $315K. The position accounts for 0.04% of the portfolio, ranked #103.

McGowan Group Asset Management first reported a position in PSX in Q4 2022 and has held it in 14 quarters since. The position peaked at $351K in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

McGowan Group Asset Management held 1,866 shares of Phillips 66 worth $315K as of Q2 2026.
McGowan Group Asset Management sold 60 Phillips 66 shares in Q2 2026, an estimated $10.3K.
Phillips 66 made up 0.04% of McGowan Group Asset Management's portfolio in Q2 2026, its #103 holding.
McGowan Group Asset Management first reported a position in Phillips 66 in Q4 2022 and has held it in 14 quarters since.
McGowan Group Asset Management's Phillips 66 position peaked at $351K in Q1 2026.
2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on McGowan Group Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.