Frank Rimerman Advisors’s Phillips 66 PSX Stock Holding History

Frank Rimerman Advisors’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	$675K	Buy	3,993 +49	+1%	+$8.44K	0.04%	341
2026 Q1	$719K	Buy	3,944 +11	+0.3%	+$1.72K	0.05%	307
2025 Q4	$508K	Buy	3,933 +10	+0.3%	+$1.35K	0.03%	381
2025 Q3	$534K	Buy	3,923 +48	+1%	+$6.15K	0.03%	355
2025 Q2	$462K	Sell	3,875 -626	-14%	-$70.1K	0.03%	364
2025 Q1	$556K	Buy	4,501 +699	+18%	+$86.1K	0.04%	291
2024 Q4	$433K	Sell	3,802 -6,064	-61%	-$771K	0.03%	334
2024 Q3	$1.3M	Sell	9,866 -281	-3%	-$37.9K	0.09%	176
2024 Q2	$1.43M	Buy	10,147 +10,136	+92,145%	+$1.5M	0.1%	159
2024 Q1	$1.8K	Hold	11	–	–	﹤0.01%	288
2023 Q4	$1.47K	Buy	+11	New	+$1.31K	﹤0.01%	282

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

Frank Rimerman Advisors's PSX Position: Q2 2026 in Review

Frank Rimerman Advisors increased its Phillips 66 (PSX) stake by 1.2% in Q2 2026, buying an estimated $8.44K and bringing the position to 3,993 shares worth $675K. The position accounts for 0.04% of the portfolio, ranked #341.

Frank Rimerman Advisors first reported a position in PSX in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.43M in Q2 2024. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Frank Rimerman Advisors held 3,993 shares of Phillips 66 worth $675K as of Q2 2026.
Frank Rimerman Advisors bought 49 Phillips 66 shares in Q2 2026, an estimated $8.44K.
Phillips 66 made up 0.04% of Frank Rimerman Advisors's portfolio in Q2 2026, its #341 holding.
Frank Rimerman Advisors first reported a position in Phillips 66 in Q4 2023 and has held it in 11 quarters since.
Frank Rimerman Advisors's Phillips 66 position peaked at $1.43M in Q2 2024.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.