Rothwell Investment Advisors, LLC’s Phillips 66 PSX Stock Holding History

Rothwell Investment Advisors, LLC’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 Q3	$436K	Buy	+1,707	New	+$390K	0.23%	85

Other funds holding PSX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Rothwell Investment Advisors, LLC's PSX Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Phillips 66 (PSX) in Q3 2026: 1,707 shares worth $436K. The stake represents 0.23% of the portfolio and ranks #85 among its holdings.

1,439 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

Rothwell Investment Advisors, LLC held 1,707 shares of Phillips 66 worth $436K as of Q3 2026.
Phillips 66 was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Phillips 66 made up 0.23% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #85 holding.
1,439 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.