Ramirez Asset Management’s Phillips 66 PSX Stock Holding History

Ramirez Asset 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	$3.28M	Sell	19,405 -6,797	-26%	-$1.17M	0.34%	91
2026 Q1	$4.77M	Buy	26,202 +1,200	+5%	+$188K	0.57%	60
2025 Q4	$3.23M	Hold	25,002	–	–	0.43%	82
2025 Q3	$3.4M	Buy	25,002 +2,440	+11%	+$313K	0.47%	77
2025 Q2	$2.69M	Buy	22,562 +13,000	+136%	+$1.46M	0.41%	79
2025 Q1	$1.18M	Hold	9,562	–	–	0.25%	114
2024 Q4	$1.09M	Hold	9,562	–	–	0.22%	121
2024 Q3	$1.26M	Hold	9,562	–	–	0.24%	115
2024 Q2	$1.35M	Hold	9,562	–	–	0.27%	105
2024 Q1	$1.56M	Hold	9,562	–	–	0.32%	102
2023 Q4	$1.27M	Buy	9,562 +2,188	+30%	+$262K	0.26%	112
2023 Q3	$886K	Buy	+7,374	New	+$828K	0.19%	135

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 $3.37T AUM 44.26% 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

Ramirez Asset Management's PSX Position: Q2 2026 in Review

Ramirez Asset Management reduced its Phillips 66 (PSX) stake by 26% in Q2 2026, selling an estimated $1.17M and leaving 19,405 shares worth $3.28M. The position accounts for 0.34% of the portfolio, ranked #91.

Ramirez Asset Management first reported a position in PSX in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.77M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Ramirez Asset Management held 19,405 shares of Phillips 66 worth $3.28M as of Q2 2026.
Ramirez Asset Management sold 6,797 Phillips 66 shares in Q2 2026, an estimated $1.17M.
Phillips 66 made up 0.34% of Ramirez Asset Management's portfolio in Q2 2026, its #91 holding.
Ramirez Asset Management first reported a position in Phillips 66 in Q3 2023 and has held it in 12 quarters since.
Ramirez Asset Management's Phillips 66 position peaked at $4.77M in Q1 2026.
2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Ramirez Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.