Rakuten Investment Management’s Phillips 66 PSX Stock Holding History

Rakuten Investment 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 Q1	$11.1M	Buy	59,798 +6,743	+13%	+$1.06M	0.02%	151
2025 Q4	$6.82M	Sell	53,055 -55,819	-51%	-$7.51M	0.02%	227
2025 Q3	$22.2M	Buy	+108,874	New	+$13.9M	0.08%	72
2025 Q1	$4.6M	Buy	+37,747	New	+$4.65M	0.02%	223
2024 Q3	$3.12M	Buy	23,817 +5,713	+32%	+$771K	0.02%	165
2024 Q2	$2.52M	Buy	18,104 +6,455	+55%	+$955K	0.02%	149
2024 Q1	$1.9M	Buy	11,649 +10,558	+968%	+$1.52M	0.01%	134
2023 Q4	$145K	Buy	+1,091	New	+$130K	﹤0.01%	138

Other funds holding PSX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Rakuten Investment Management's PSX Position: Q1 2026 in Review

Rakuten Investment Management increased its Phillips 66 (PSX) stake by 13% in Q1 2026, buying an estimated $1.06M and bringing the position to 59,798 shares worth $11.1M. The position accounts for 0.02% of the portfolio, ranked #151.

Rakuten Investment Management first reported a position in PSX in Q4 2023 and has held it in 8 quarters since. The position peaked at $22.2M in Q3 2025. 2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

Rakuten Investment Management held 59,798 shares of Phillips 66 worth $11.1M as of Q1 2026.
Rakuten Investment Management bought 6,743 Phillips 66 shares in Q1 2026, an estimated $1.06M.
Phillips 66 made up 0.02% of Rakuten Investment Management's portfolio in Q1 2026, its #151 holding.
Rakuten Investment Management first reported a position in Phillips 66 in Q4 2023 and has held it in 8 quarters since.
Rakuten Investment Management's Phillips 66 position peaked at $22.2M in Q3 2025.
2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.