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Raleigh Capital Management’s Phillips 66 PSX Stock Holding History

Raleigh Capital 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 		$200K Buy
1,185
+69
+6% +$11.9K 0.06% 199
2026
Q1 		$203K Buy
1,116
+79
+8% +$12.4K 0.07% 198
2025
Q4 		$134K Buy
+1,037
New +$140K 0.05% 223
2025
Q1 		– Sell
-523
Closed -$59.6K – 921
2024
Q4 		$59.6K Buy
523
+361
+223% +$45.9K 0.02% 297
2024
Q3 		$21.3K Buy
162
+2
+1% +$270 0.01% 426
2024
Q2 		$22.5K Sell
160
-4
-2% -$592 0.01% 415
2024
Q1 		$26.8K Sell
164
-58
-26% -$8.36K 0.01% 387
2023
Q4 		$29.5K Buy
222
+51
+30% +$6.1K 0.01% 365
2023
Q3 		$20.5K Hold
171
– – 0.01% 390
2023
Q2 		$16.3K Buy
171
+30
+21% +$2.92K 0.01% 413
2023
Q1 		$14.3K Buy
141
+34
+32% +$3.46K 0.01% 430
2022
Q4 		$11.1K Buy
107
+71
+197% +$7.26K 0.01% 412
2022
Q3 		$3K Buy
+36
New +$3.07K ﹤0.01% 606

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

Raleigh Capital Management's PSX Position: Q2 2026 in Review

Raleigh Capital Management increased its Phillips 66 (PSX) stake by 6.2% in Q2 2026, buying an estimated $11.9K and bringing the position to 1,185 shares worth $200K. The position accounts for 0.06% of the portfolio, ranked #199.

Raleigh Capital Management first reported a position in PSX in Q3 2022 and has held it in 13 quarters since. The position peaked at $203K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Raleigh Capital Management held 1,185 shares of Phillips 66 worth $200K as of Q2 2026.
  • Raleigh Capital Management bought 69 Phillips 66 shares in Q2 2026, an estimated $11.9K.
  • Phillips 66 made up 0.06% of Raleigh Capital Management's portfolio in Q2 2026, its #199 holding.
  • Raleigh Capital Management first reported a position in Phillips 66 in Q3 2022 and has held it in 13 quarters since.
  • Raleigh Capital Management's Phillips 66 position peaked at $203K in Q1 2026.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.