Red Cedar Investment Management’s Phillips 66 PSX Stock Holding History

Red Cedar Investment 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 Q1	$2.1M	Sell	11,528 -68	-0.6%	-$10.7K	0.22%	70
2025 Q4	$1.5M	Hold	11,596	–	–	0.16%	70
2025 Q3	$1.58M	Hold	11,596	–	–	0.18%	65
2025 Q2	$1.38M	Hold	11,596	–	–	0.17%	66
2025 Q1	$1.43M	Hold	11,596	–	–	0.2%	62
2024 Q4	$1.32M	Hold	11,596	–	–	0.17%	63
2024 Q3	$2.58M	Hold	11,596	–	–	0.33%	46
2024 Q2	$1.64M	Sell	11,596 -12,276	-51%	-$1.82M	0.22%	49
2024 Q1	$3.9M	Buy	23,872 +16,424	+221%	+$2.37M	0.49%	35
2023 Q4	$992K	Buy	+7,448	New	+$890K	0.14%	66

Other funds holding PSX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Red Cedar Investment Management's PSX Position: Q1 2026 in Review

Red Cedar Investment Management reduced its Phillips 66 (PSX) stake by 0.59% in Q1 2026, selling an estimated $10.7K and leaving 11,528 shares worth $2.1M. The position accounts for 0.22% of the portfolio, ranked #70.

Red Cedar Investment Management first reported a position in PSX in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.9M in Q1 2024. 2,120 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

Red Cedar Investment Management held 11,528 shares of Phillips 66 worth $2.1M as of Q1 2026.
Red Cedar Investment Management sold 68 Phillips 66 shares in Q1 2026, an estimated $10.7K.
Phillips 66 made up 0.22% of Red Cedar Investment Management's portfolio in Q1 2026, its #70 holding.
Red Cedar Investment Management first reported a position in Phillips 66 in Q4 2023 and has held it in 10 quarters since.
Red Cedar Investment Management's Phillips 66 position peaked at $3.9M in Q1 2024.
2,120 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Red Cedar Investment Management's 13F filing for Q1 2026, filed 30 Apr 2026.