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 Q2	$11.4M	Buy	65,580 +5,782	+10%	+$995K	0.03%	174
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Rakuten Investment Management's PSX Position: Q2 2026 in Review

Rakuten Investment Management increased its Phillips 66 (PSX) stake by 9.7% in Q2 2026, buying an estimated $995K and bringing the position to 65,580 shares worth $11.4M. The position accounts for 0.03% of the portfolio, ranked #174.

Rakuten Investment Management first reported a position in PSX in Q4 2023 and has held it in 9 quarters since. The position peaked at $22.2M in Q3 2025. 2,107 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Rakuten Investment Management held 65,580 shares of Phillips 66 worth $11.4M as of Q2 2026.
Rakuten Investment Management bought 5,782 Phillips 66 shares in Q2 2026, an estimated $995K.
Phillips 66 made up 0.03% of Rakuten Investment Management's portfolio in Q2 2026, its #174 holding.
Rakuten Investment Management first reported a position in Phillips 66 in Q4 2023 and has held it in 9 quarters since.
Rakuten Investment Management's Phillips 66 position peaked at $22.2M in Q3 2025.
2,107 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Rakuten Investment Management's 13F filing for Q2 2026, filed 18 Aug 2026.