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Red Door Wealth Management’s Phillips 66 PSX Stock Holding History

Red Door Wealth 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 		$430K Buy
2,544
+285
+13% +$49.1K 0.04% 204
2026
Q1 		$412K Buy
2,259
+56
+3% +$8.78K 0.04% 194
2025
Q4 		$284K Buy
2,203
+1
+0% +$135 0.03% 235
2025
Q3 		$300K Sell
2,202
-50
-2% -$6.41K 0.03% 224
2025
Q2 		$269K Buy
2,252
+56
+3% +$6.27K 0.03% 226
2025
Q1 		$271K Sell
2,196
-83
-4% -$10.2K 0.04% 193
2024
Q4 		$260K Buy
2,279
+316
+16% +$40.2K 0.04% 195
2024
Q3 		$258K Buy
1,963
+150
+8% +$20.3K 0.04% 187
2024
Q2 		$256K Sell
1,813
-182
-9% -$26.9K 0.05% 168
2024
Q1 		$326K Buy
+1,995
New +$288K 0.06% 153
2021
Q3 		– Sell
-325
Closed -$27K – 482
2021
Q2 		$27K Buy
+325
New +$27.4K 0.01% 313
2020
Q3 		– Sell
-13
Closed – – 331
2020
Q2 		$0 Hold
13
– – ﹤0.01% 479
2020
Q1 		$0 Buy
+13
New +$1.06K ﹤0.01% 441

Other funds holding PSX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Red Door Wealth Management's PSX Position: Q2 2026 in Review

Red Door Wealth Management increased its Phillips 66 (PSX) stake by 13% in Q2 2026, buying an estimated $49.1K and bringing the position to 2,544 shares worth $430K. The position accounts for 0.04% of the portfolio, ranked #204.

Red Door Wealth Management first reported a position in PSX in Q1 2020 and has held it in 13 quarters since. 964 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Red Door Wealth Management held 2,544 shares of Phillips 66 worth $430K as of Q2 2026.
  • Red Door Wealth Management bought 285 Phillips 66 shares in Q2 2026, an estimated $49.1K.
  • Phillips 66 made up 0.04% of Red Door Wealth Management's portfolio in Q2 2026, its #204 holding.
  • Red Door Wealth Management first reported a position in Phillips 66 in Q1 2020 and has held it in 13 quarters since.
  • 964 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Red Door Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.