Raymond James Financial
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Raymond James Financial’s Phillips 66 PSX Stock Holding History

Raymond James Financial’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 		$234M Sell
1,385,609
-6,558
-0.5% -$1.13M 0.06% 271
2026
Q1 		$254M Sell
1,392,167
-116,450
-8% -$18.2M 0.08% 224
2025
Q4 		$195M Sell
1,508,617
-26,213
-2% -$3.53M 0.06% 277
2025
Q3 		$209M Buy
1,534,830
+28,917
+2% +$3.7M 0.07% 261
2025
Q2 		$180M Sell
1,505,913
-14,869
-1% -$1.67M 0.06% 288
2025
Q1 		$188M Buy
1,520,782
+39,259
+3% +$4.84M 0.07% 253
2024
Q4 		$169M Buy
+1,481,523
New +$188M 0.06% 281

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 $3.38T AUM 44.17% 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

Raymond James Financial's PSX Position: Q2 2026 in Review

Raymond James Financial reduced its Phillips 66 (PSX) stake by 0.47% in Q2 2026, selling an estimated $1.13M and leaving 1,385,609 shares worth $234M. The position accounts for 0.06% of the portfolio, ranked #271.

Raymond James Financial first reported a position in PSX in Q4 2024 and has held it in 7 quarters since. The position peaked at $254M in Q1 2026. 2,108 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Raymond James Financial held 1,385,609 shares of Phillips 66 worth $234M as of Q2 2026.
  • Raymond James Financial sold 6,558 Phillips 66 shares in Q2 2026, an estimated $1.13M.
  • Phillips 66 made up 0.06% of Raymond James Financial's portfolio in Q2 2026, its #271 holding.
  • Raymond James Financial first reported a position in Phillips 66 in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Phillips 66 position peaked at $254M in Q1 2026.
  • 2,108 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.