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L. Roy Papp & Associates’s Phillips 66 PSX Stock Holding History

L. Roy Papp & Associates’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 		$233K Hold
1,379
– – 0.02% 180
2026
Q1 		$251K Buy
+1,379
New +$216K 0.03% 166
2024
Q2 		– Sell
-1,433
Closed -$234K – 177
2024
Q1 		$234K Buy
+1,433
New +$207K 0.03% 162
2020
Q1 		– Sell
-2,087
Closed -$233K – 164
2019
Q4 		$233K Buy
2,087
+69
+3% +$7.75K 0.03% 163
2019
Q3 		$207K Buy
+2,018
New +$202K 0.03% 164

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

L. Roy Papp & Associates's PSX Position: Q2 2026 in Review

L. Roy Papp & Associates held its Phillips 66 (PSX) position steady in Q2 2026 at 1,379 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #180.

L. Roy Papp & Associates first reported a position in PSX in Q3 2019 and has held it in 5 quarters since. The position peaked at $251K in Q1 2026. 2,107 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • L. Roy Papp & Associates held 1,379 shares of Phillips 66 worth $233K as of Q2 2026.
  • L. Roy Papp & Associates left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.02% of L. Roy Papp & Associates's portfolio in Q2 2026, its #180 holding.
  • L. Roy Papp & Associates first reported a position in Phillips 66 in Q3 2019 and has held it in 5 quarters since.
  • L. Roy Papp & Associates's Phillips 66 position peaked at $251K in Q1 2026.
  • 2,107 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on L. Roy Papp & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.