Retireful LLC
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Retireful LLC’s Phillips 66 PSX Stock Holding History

Retireful LLC’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 		$2.04M Buy
+8,007
New +$1.83M 1.76% 22
2024
Q1 		– Sell
-16,910
Closed -$2.25M – 126
2023
Q4 		$2.25M Buy
16,910
+2,613
+18% +$312K 0.98% 31
2023
Q3 		$1.72M Buy
+14,297
New +$1.6M 0.82% 43

Other funds holding PSX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Retireful LLC's PSX Position: Q3 2026 in Review

Retireful LLC opened a new position in Phillips 66 (PSX) in Q3 2026: 8,007 shares worth $2.04M. The stake represents 1.76% of the portfolio and ranks #22 among its holdings. This is a return to the name: Retireful LLC previously reported a position in PSX as recently as Q4 2023.

Retireful LLC first reported a position in PSX in Q3 2023 and has held it in 3 quarters since. The position peaked at $2.25M in Q4 2023. 1,439 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Retireful LLC held 8,007 shares of Phillips 66 worth $2.04M as of Q3 2026.
  • Phillips 66 was a new Retireful LLC position in Q3 2026.
  • Phillips 66 made up 1.76% of Retireful LLC's portfolio in Q3 2026, its #22 holding.
  • Retireful LLC first reported a position in Phillips 66 in Q3 2023 and has held it in 3 quarters since.
  • Retireful LLC's Phillips 66 position peaked at $2.25M in Q4 2023.
  • 1,439 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Retireful LLC's 13F filing for Q3 2026, filed 9 Oct 2026.