SEC 13F Intelligence

Greystone Financial Group, LLC / PSX

Greystone Financial Group, LLC’s Phillips 66 Position

Does Greystone Financial Group, LLC own Phillips 66 (PSX)? Not currently — the last reported position was 79.1K shares worth $8M in Q4 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$8M
Q4 2022
Shares
79.1K
% of Portfolio
+2.42%
Quarters Held
3
position exited

Position History PSX

Reported value by quarter
Q2 ’22: $8MQ2 ’22Q3 ’22: $8MQ3 ’22Q4 ’22: $8MQ4 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202279.1K$8M+2.42%
Q3 202298.4K$8M+2.69%
Q2 202298.6K$8M+2.52%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Greystone Financial Group, LLC’s full portfolio or all institutional holders of PSX.