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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Raymond James Financial's PSX Position: Q1 2026 in Review

Raymond James Financial reduced its Phillips 66 (PSX) stake by 7.7% in Q1 2026, selling an estimated $18.2M and leaving 1,392,167 shares worth $254M. The position accounts for 0.08% of the portfolio, ranked #224.

Raymond James Financial first reported a position in PSX in Q4 2024 and has held it in 6 quarters since. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Raymond James Financial held 1,392,167 shares of Phillips 66 worth $254M as of Q1 2026.
  • Raymond James Financial sold 116,450 Phillips 66 shares in Q1 2026, an estimated $18.2M.
  • Phillips 66 made up 0.08% of Raymond James Financial's portfolio in Q1 2026, its #224 holding.
  • Raymond James Financial first reported a position in Phillips 66 in Q4 2024 and has held it in 6 quarters since.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.