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Matthew Hamilton Rosenberg’s Phillips 66 PSX Stock Holding History

Matthew Hamilton Rosenberg’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 		$863K Hold
5,106
– – 0.16% 64
2026
Q1 		$930K Buy
5,106
+86
+2% +$13.5K 0.19% 58
2025
Q4 		$648K Sell
5,020
-27
-0.5% -$3.63K 0.13% 70
2025
Q3 		$686K Hold
5,047
– – 0.15% 65
2025
Q2 		$602K Sell
5,047
-428
-8% -$47.9K 0.14% 70
2025
Q1 		$676K Sell
5,475
-28
-0.5% -$3.45K 0.17% 59
2024
Q4 		$627K Sell
5,503
-490
-8% -$62.3K 0.16% 61
2024
Q3 		$788K Buy
5,993
+206
+4% +$27.8K 0.21% 51
2024
Q2 		$816K Sell
5,787
-196
-3% -$29K 0.24% 47
2024
Q1 		$977K Sell
5,983
-135
-2% -$19.5K 0.28% 41
2023
Q4 		$815K Buy
6,118
+48
+0.8% +$5.74K 0.25% 43
2023
Q3 		$729K Buy
6,070
+158
+3% +$17.7K 0.24% 42
2023
Q2 		$564K Buy
5,912
+106
+2% +$10.3K 0.19% 59
2023
Q1 		$589K Sell
5,806
-232
-4% -$23.6K 0.19% 63
2022
Q4 		$628K Buy
6,038
+2
+0% +$205 0.21% 60
2022
Q3 		$487K Buy
6,036
+287
+5% +$24.5K 0.19% 67
2022
Q2 		$485K Buy
5,749
+91
+2% +$8.42K 0.18% 69
2022
Q1 		$489K Buy
5,658
+350
+7% +$29.4K 0.17% 72
2021
Q4 		$385K Sell
5,308
-51
-1% -$3.85K 0.14% 94
2021
Q3 		$375K Buy
5,359
+738
+16% +$53.4K 0.15% 87
2021
Q2 		$397K Sell
4,621
-160
-3% -$13.5K 0.21% 56
2021
Q1 		$390K Buy
4,781
+582
+14% +$45.7K 0.22% 53
2020
Q4 		$294K Buy
4,199
+2,218
+112% +$130K 0.18% 62
2020
Q3 		$103K Sell
1,981
-750
-27% -$45.8K 0.08% 203
2020
Q2 		$196K Buy
2,731
+779
+40% +$55.2K 0.16% 82
2020
Q1 		$105K Buy
+1,952
New +$159K 0.1% 113

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 $3.37T AUM 44.26% 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

Matthew Hamilton Rosenberg's PSX Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its Phillips 66 (PSX) position steady in Q2 2026 at 5,106 shares worth $863K. The position accounts for 0.16% of the portfolio, ranked #64.

Matthew Hamilton Rosenberg first reported a position in PSX in Q1 2020 and has held it in 26 quarters since. The position peaked at $977K in Q1 2024. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Matthew Hamilton Rosenberg held 5,106 shares of Phillips 66 worth $863K as of Q2 2026.
  • Matthew Hamilton Rosenberg left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.16% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #64 holding.
  • Matthew Hamilton Rosenberg first reported a position in Phillips 66 in Q1 2020 and has held it in 26 quarters since.
  • Matthew Hamilton Rosenberg's Phillips 66 position peaked at $977K in Q1 2024.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.