Richards, Merrill & Peterson’s Phillips 66 PSX Stock Holding History

Richards, Merrill & Peterson’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	$346K	Buy	2,045 +1	+0%	+$172	0.11%	149
2026 Q1	$372K	Sell	2,044 -109	-5%	-$17.1K	0.14%	136
2025 Q4	$278K	Sell	2,153 -216	-9%	-$29.1K	0.11%	152
2025 Q3	$322K	Buy	2,369 +10	+0.4%	+$1.28K	0.14%	132
2025 Q2	$281K	Buy	2,359 +26	+1%	+$2.91K	0.13%	135
2025 Q1	$288K	Buy	2,333 +140	+6%	+$17.3K	0.15%	121
2024 Q4	$250K	Buy	+2,193	New	+$279K	0.13%	130

Other funds holding PSX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Richards, Merrill & Peterson's PSX Position: Q2 2026 in Review

Richards, Merrill & Peterson increased its Phillips 66 (PSX) stake by 0.05% in Q2 2026, buying an estimated $172 and bringing the position to 2,045 shares worth $346K. The position accounts for 0.11% of the portfolio, ranked #149.

Richards, Merrill & Peterson first reported a position in PSX in Q4 2024 and has held it in 7 quarters since. The position peaked at $372K in Q1 2026. 880 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Richards, Merrill & Peterson held 2,045 shares of Phillips 66 worth $346K as of Q2 2026.
Richards, Merrill & Peterson bought 1 Phillips 66 share in Q2 2026, an estimated $172.
Phillips 66 made up 0.11% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #149 holding.
Richards, Merrill & Peterson first reported a position in Phillips 66 in Q4 2024 and has held it in 7 quarters since.
Richards, Merrill & Peterson's Phillips 66 position peaked at $372K in Q1 2026.
880 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.