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Investment Research Partners’s Phillips 66 PSX Stock Holding History

Investment Research Partners’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 		$690K Buy
4,082
+925
+29% +$159K 0.23% 100
2026
Q1 		$575K Buy
3,157
+27
+0.9% +$4.23K 0.23% 101
2025
Q4 		$404K Buy
3,130
+410
+15% +$55.2K 0.17% 143
2025
Q3 		$375K Buy
+2,720
New +$348K 0.17% 143

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Investment Research Partners's PSX Position: Q2 2026 in Review

Investment Research Partners increased its Phillips 66 (PSX) stake by 29% in Q2 2026, buying an estimated $159K and bringing the position to 4,082 shares worth $690K. The position accounts for 0.23% of the portfolio, ranked #100.

Investment Research Partners first reported a position in PSX in Q3 2025 and has held it in 4 quarters since. 1,619 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Investment Research Partners held 4,082 shares of Phillips 66 worth $690K as of Q2 2026.
  • Investment Research Partners bought 925 Phillips 66 shares in Q2 2026, an estimated $159K.
  • Phillips 66 made up 0.23% of Investment Research Partners's portfolio in Q2 2026, its #100 holding.
  • Investment Research Partners first reported a position in Phillips 66 in Q3 2025 and has held it in 4 quarters since.
  • 1,619 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.