Curi RMB Capital’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.61M | Sell |
9,506
-331
| -3% | -$57K | 0.02% | 378 |
|
|
2026
Q1 | $1.79M | Sell |
9,837
-5,697
| -37% | -$893K | 0.03% | 352 |
|
|
2025
Q4 | $2M | Buy |
15,534
+9,268
| +148% | +$1.25M | 0.03% | 338 |
|
|
2025
Q3 | $852K | Buy |
6,266
+21
| +0.3% | +$2.69K | 0.02% | 442 |
|
|
2025
Q2 | $745K | Buy |
6,245
+3,528
| +130% | +$395K | 0.01% | 457 |
|
|
2025
Q1 | $336K | Buy |
+2,717
| New | +$335K | 0.01% | 417 |
|
|
2024
Q4 | – | Sell |
-1,642
| Closed | -$216K | – | 546 |
|
|
2024
Q3 | $216K | Buy |
1,642
+220
| +15% | +$29.7K | ﹤0.01% | 523 |
|
|
2024
Q2 | $201K | Sell |
1,422
-2,399
| -63% | -$355K | ﹤0.01% | 519 |
|
|
2024
Q1 | $624K | Buy |
3,821
+1,708
| +81% | +$246K | 0.01% | 405 |
|
|
2023
Q4 | $281K | Sell |
2,113
-907
| -30% | -$108K | 0.01% | 448 |
|
|
2023
Q3 | $363K | Buy |
3,020
+157
| +5% | +$17.6K | 0.01% | 408 |
|
|
2023
Q2 | $273K | Buy |
+2,863
| New | +$278K | 0.01% | 448 |
|
|
2021
Q4 | – | Sell |
-3,492
| Closed | -$245K | – | 459 |
|
|
2021
Q3 | $245K | Buy |
3,492
+38
| +1% | +$2.75K | 0.01% | 418 |
|
|
2021
Q2 | $296K | Buy |
3,454
+48
| +1% | +$4.05K | 0.01% | 412 |
|
|
2021
Q1 | $278K | Hold |
3,406
| – | – | 0.01% | 407 |
|
|
2020
Q4 | $238K | Sell |
3,406
-495
| -13% | -$29.1K | 0.01% | 534 |
|
|
2020
Q3 | $203K | Sell |
3,901
-808
| -17% | -$49.3K | 0.01% | 553 |
|
|
2020
Q2 | $339K | Sell |
4,709
-1,516
| -24% | -$107K | 0.01% | 462 |
|
|
2020
Q1 | $333K | Buy |
6,225
+149
| +2% | +$12.1K | 0.02% | 473 |
|
|
2019
Q4 | $677K | Sell |
6,076
-181
| -3% | -$20.3K | 0.02% | 408 |
|
|
2019
Q3 | $641K | Sell |
6,257
-32
| -0.5% | -$3.21K | 0.02% | 451 |
|
|
2019
Q2 | $588K | Sell |
6,289
-1,017
| -14% | -$91.3K | 0.01% | 515 |
|
|
2019
Q1 | $695K | Buy |
7,306
+1,271
| +21% | +$121K | 0.02% | 517 |
|
|
2018
Q4 | $520K | Sell |
6,035
-917
| -13% | -$89.6K | 0.01% | 622 |
|
|
2018
Q3 | $783K | Sell |
6,952
-221
| -3% | -$25.5K | 0.02% | 544 |
|
|
2018
Q2 | $805K | Sell |
7,173
-439
| -6% | -$49.4K | 0.02% | 543 |
|
|
2018
Q1 | $730K | Buy |
7,612
+825
| +12% | +$80.3K | 0.02% | 560 |
|
|
2017
Q4 | $686K | Buy |
6,787
+928
| +16% | +$88.2K | 0.02% | 552 |
|
|
2017
Q3 | $537K | Buy |
5,859
+60
| +1% | +$5.08K | 0.01% | 520 |
|
|
2017
Q2 | $479K | Buy |
+5,799
| New | +$455K | 0.01% | 539 |
|
|
2016
Q4 | – | Sell |
-2,597
| Closed | -$209K | – | 541 |
|
|
2016
Q3 | $209K | Buy |
+2,597
| New | +$202K | 0.01% | 389 |
|
Other funds holding PSX
EIM
Curi RMB Capital's PSX Position: Q2 2026 in Review
Curi RMB Capital reduced its Phillips 66 (PSX) stake by 3.4% in Q2 2026, selling an estimated $57K and leaving 9,506 shares worth $1.61M. The position accounts for 0.02% of the portfolio, ranked #378.
Curi RMB Capital first reported a position in PSX in Q3 2016 and has held it in 31 quarters since. The position peaked at $2M in Q4 2025. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.
- Curi RMB Capital held 9,506 shares of Phillips 66 worth $1.61M as of Q2 2026.
- Curi RMB Capital sold 331 Phillips 66 shares in Q2 2026, an estimated $57K.
- Phillips 66 made up 0.02% of Curi RMB Capital's portfolio in Q2 2026, its #378 holding.
- Curi RMB Capital first reported a position in Phillips 66 in Q3 2016 and has held it in 31 quarters since.
- Curi RMB Capital's Phillips 66 position peaked at $2M in Q4 2025.
- 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.
Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.