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Redwood Investment Management’s Phillips 66 PSX Stock Holding History

Redwood 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 		$768K Buy
+4,543
New +$782K 0.08% 237
2025
Q4 		– Sell
-10,062
Closed -$1.37M – 347
2025
Q3 		$1.37M Sell
10,062
-4,613
-31% -$591K 0.15% 103
2025
Q2 		$1.75M Buy
+14,675
New +$1.64M 0.19% 108
2025
Q1 		– Sell
-14,485
Closed -$1.65M – 352
2024
Q4 		$1.65M Buy
14,485
+4,251
+42% +$541K 0.16% 143
2024
Q3 		$1.34M Buy
10,234
+240
+2% +$32.4K 0.12% 227
2024
Q2 		$1.33M Buy
9,994
+416
+4% +$61.6K 0.12% 211
2024
Q1 		$1.56M Sell
9,578
-2,329
-20% -$336K 0.15% 158
2023
Q4 		$1.58M Sell
11,907
-1,358
-10% -$162K 0.14% 156
2023
Q3 		$1.59M Sell
13,265
-4,439
-25% -$498K 0.14% 179
2023
Q2 		$1.69M Buy
17,704
+2,160
+14% +$210K 0.17% 140
2023
Q1 		$1.58M Buy
15,544
+1,426
+10% +$145K 0.17% 152
2022
Q4 		$1.47M Buy
+14,118
New +$1.44M 0.19% 197
2020
Q1 		– Sell
-8,910
Closed -$993K – 236
2019
Q4 		$993K Buy
+8,910
New +$1M 0.25% 133

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 $3.37T AUM 44.26% 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

Redwood Investment Management's PSX Position: Q2 2026 in Review

Redwood Investment Management opened a new position in Phillips 66 (PSX) in Q2 2026: 4,543 shares worth $768K. The stake represents 0.08% of the portfolio and ranks #237 among its holdings. This is a return to the name: Redwood Investment Management previously reported a position in PSX as recently as Q3 2025.

Redwood Investment Management first reported a position in PSX in Q4 2019 and has held it in 13 quarters since. The position peaked at $1.75M in Q2 2025. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Redwood Investment Management held 4,543 shares of Phillips 66 worth $768K as of Q2 2026.
  • Phillips 66 was a new Redwood Investment Management position in Q2 2026.
  • Phillips 66 made up 0.08% of Redwood Investment Management's portfolio in Q2 2026, its #237 holding.
  • Redwood Investment Management first reported a position in Phillips 66 in Q4 2019 and has held it in 13 quarters since.
  • Redwood Investment Management's Phillips 66 position peaked at $1.75M in Q2 2025.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Redwood Investment Management's 13F filing for Q2 2026, filed 17 Aug 2026.