RDA Financial Network
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RDA Financial Network’s Phillips 66 PSX Stock Holding History

RDA Financial Network’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
Q3 		$245K Buy
+961
New +$220K 0.05% 229
2025
Q2 		– Sell
-1,952
Closed -$241K – 264
2025
Q1 		$241K Sell
1,952
-1,667
-46% -$205K 0.07% 216
2024
Q4 		$412K Buy
3,619
+174
+5% +$22.1K 0.12% 152
2024
Q3 		$453K Buy
+3,445
New +$465K 0.14% 148

Other funds holding PSX

AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Tran Capital Management
Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RDA Financial Network's PSX Position: Q3 2026 in Review

RDA Financial Network opened a new position in Phillips 66 (PSX) in Q3 2026: 961 shares worth $245K. The stake represents 0.05% of the portfolio and ranks #229 among its holdings. This is a return to the name: RDA Financial Network previously reported a position in PSX as recently as Q1 2025.

RDA Financial Network first reported a position in PSX in Q3 2024 and has held it in 4 quarters since. The position peaked at $453K in Q3 2024. 725 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • RDA Financial Network held 961 shares of Phillips 66 worth $245K as of Q3 2026.
  • Phillips 66 was a new RDA Financial Network position in Q3 2026.
  • Phillips 66 made up 0.05% of RDA Financial Network's portfolio in Q3 2026, its #229 holding.
  • RDA Financial Network first reported a position in Phillips 66 in Q3 2024 and has held it in 4 quarters since.
  • RDA Financial Network's Phillips 66 position peaked at $453K in Q3 2024.
  • 725 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on RDA Financial Network's 13F filing for Q3 2026, filed 15 Oct 2026.