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Richardson Capital Management’s Phillips 66 PSX Stock Holding History

Richardson Capital 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 		$19.4K Hold
115
– – 0.01% 152
2026
Q1 		$21K Hold
115
– – 0.01% 143
2025
Q4 		$14.8K Hold
115
– – 0.01% 146
2025
Q3 		$15.6K Hold
115
– – 0.01% 147
2025
Q2 		$13.7K Hold
115
– – 0.01% 130
2025
Q1 		$14.2K Hold
115
– – 0.01% 130
2024
Q4 		$13.1K Hold
115
– – 0.01% 110
2024
Q3 		$15.1K Hold
115
– – 0.01% 102
2024
Q2 		$16.2K Hold
115
– – 0.01% 112
2024
Q1 		$18.8K Buy
+115
New +$16.6K 0.02% 104

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

Richardson Capital Management's PSX Position: Q2 2026 in Review

Richardson Capital Management held its Phillips 66 (PSX) position steady in Q2 2026 at 115 shares worth $19.4K. The position accounts for 0.01% of the portfolio, ranked #152.

Richardson Capital Management first reported a position in PSX in Q1 2024 and has held it in 10 quarters since. The position peaked at $21K in Q1 2026. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Richardson Capital Management held 115 shares of Phillips 66 worth $19.4K as of Q2 2026.
  • Richardson Capital Management left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.01% of Richardson Capital Management's portfolio in Q2 2026, its #152 holding.
  • Richardson Capital Management first reported a position in Phillips 66 in Q1 2024 and has held it in 10 quarters since.
  • Richardson Capital Management's Phillips 66 position peaked at $21K in Q1 2026.
  • 2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Richardson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.