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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
Q2 		$5.14M Buy
30,377
+18,849
+164% +$3.24M 0.49% 42
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
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

Red Cedar Investment Management's PSX Position: Q2 2026 in Review

Red Cedar Investment Management increased its Phillips 66 (PSX) stake by 164% in Q2 2026, buying an estimated $3.24M and bringing the position to 30,377 shares worth $5.14M. The position accounts for 0.49% of the portfolio, ranked #42.

Red Cedar Investment Management first reported a position in PSX in Q4 2023 and has held it in 11 quarters since. 2,107 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Red Cedar Investment Management held 30,377 shares of Phillips 66 worth $5.14M as of Q2 2026.
  • Red Cedar Investment Management bought 18,849 Phillips 66 shares in Q2 2026, an estimated $3.24M.
  • Phillips 66 made up 0.49% of Red Cedar Investment Management's portfolio in Q2 2026, its #42 holding.
  • Red Cedar Investment Management first reported a position in Phillips 66 in Q4 2023 and has held it in 11 quarters since.
  • 2,107 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Red Cedar Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.