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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
Q3 		$1.3M Hold
5,106
– – 0.23% 53
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

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

Matthew Hamilton Rosenberg's PSX Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its Phillips 66 (PSX) position steady in Q3 2026 at 5,106 shares worth $1.3M. The position accounts for 0.23% of the portfolio, ranked #53.

Matthew Hamilton Rosenberg first reported a position in PSX in Q1 2020 and has held it in 27 quarters since. 128 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Matthew Hamilton Rosenberg held 5,106 shares of Phillips 66 worth $1.3M as of Q3 2026.
  • Matthew Hamilton Rosenberg left its Phillips 66 share count unchanged in Q3 2026.
  • Phillips 66 made up 0.23% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #53 holding.
  • Matthew Hamilton Rosenberg first reported a position in Phillips 66 in Q1 2020 and has held it in 27 quarters since.
  • 128 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.