Regatta Research & Money Management’s Phillips 66 PSX Stock Holding History

Regatta Research & Money Management’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	$131K	Buy	+776	New	+$134K	0.12%	152

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Regatta Research & Money Management's PSX Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Phillips 66 (PSX) in Q2 2026: 776 shares worth $131K. The stake represents 0.12% of the portfolio and ranks #152 among its holdings.

1,657 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Regatta Research & Money Management held 776 shares of Phillips 66 worth $131K as of Q2 2026.
Phillips 66 was a new Regatta Research & Money Management position in Q2 2026.
Phillips 66 made up 0.12% of Regatta Research & Money Management's portfolio in Q2 2026, its #152 holding.
1,657 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.