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Retirement Investment Advisors’s Phillips 66 PSX Stock Holding History

Retirement Investment Advisors’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 		$1.14M Sell
5,772
-915
-14% -$158K 0.08% 30
2026
Q1 		$863K Hold
6,687
– – 0.07% 35
2025
Q4 		$863K Hold
6,687
– – 0.07% 35
2025
Q3 		$910K Hold
6,687
– – 0.08% 33
2025
Q2 		$798K Hold
6,687
– – 0.07% 32
2025
Q1 		$826K Sell
6,687
-7
-0.1% -$863 0.08% 31
2024
Q4 		$763K Buy
6,694
+7
+0.1% +$890 0.08% 32
2024
Q3 		$879K Hold
6,687
– – 0.1% 29
2024
Q2 		$944K Buy
+6,687
New +$990K 0.11% 29
2023
Q4 		$894K Sell
6,711
-6,791
-50% -$812K 0.13% 29
2023
Q3 		$1.62M Buy
13,502
+1,926
+17% +$216K 0.15% 25
2023
Q2 		$1.1M Buy
11,576
+315
+3% +$30.6K 0.13% 29
2023
Q1 		$1.14M Buy
11,261
+1,006
+10% +$102K 0.2% 27
2022
Q4 		$1.07M Buy
+10,255
New +$1.05M 0.69% 23

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

Retirement Investment Advisors's PSX Position: Q2 2026 in Review

Retirement Investment Advisors reduced its Phillips 66 (PSX) stake by 14% in Q2 2026, selling an estimated $158K and leaving 5,772 shares worth $1.14M. The position accounts for 0.08% of the portfolio, ranked #30.

Retirement Investment Advisors first reported a position in PSX in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.62M in Q3 2023. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Retirement Investment Advisors held 5,772 shares of Phillips 66 worth $1.14M as of Q2 2026.
  • Retirement Investment Advisors sold 915 Phillips 66 shares in Q2 2026, an estimated $158K.
  • Phillips 66 made up 0.08% of Retirement Investment Advisors's portfolio in Q2 2026, its #30 holding.
  • Retirement Investment Advisors first reported a position in Phillips 66 in Q4 2022 and has held it in 14 quarters since.
  • Retirement Investment Advisors's Phillips 66 position peaked at $1.62M in Q3 2023.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Retirement Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.