Richards, Merrill & Peterson
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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
Q3 		$522K Hold
2,045
– – 0.16% 121
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

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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Richards, Merrill & Peterson's PSX Position: Q3 2026 in Review

Richards, Merrill & Peterson held its Phillips 66 (PSX) position steady in Q3 2026 at 2,045 shares worth $522K. The position accounts for 0.16% of the portfolio, ranked #121.

Richards, Merrill & Peterson first reported a position in PSX in Q4 2024 and has held it in 8 quarters since. 1,641 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Richards, Merrill & Peterson held 2,045 shares of Phillips 66 worth $522K as of Q3 2026.
  • Richards, Merrill & Peterson left its Phillips 66 share count unchanged in Q3 2026.
  • Phillips 66 made up 0.16% of Richards, Merrill & Peterson's portfolio in Q3 2026, its #121 holding.
  • Richards, Merrill & Peterson first reported a position in Phillips 66 in Q4 2024 and has held it in 8 quarters since.
  • 1,641 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q3 2026, filed 19 Oct 2026.