Richardson Financial Services
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Richardson Financial Services’s Phillips 66 PSX Stock Holding History

Richardson Financial Services’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 		$24.8K Buy
97
+57
+143% +$13K 0.01% 414
2026
Q2 		$6.76K Buy
40
+30
+300% +$5.16K ﹤0.01% 488
2026
Q1 		$1.82K Buy
+10
New +$1.57K ﹤0.01% 539
2025
Q4 		– Sell
-3
Closed -$408 – 614
2025
Q3 		$408 Buy
+3
New +$384 ﹤0.01% 502

Other funds holding PSX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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

Richardson Financial Services's PSX Position: Q3 2026 in Review

Richardson Financial Services increased its Phillips 66 (PSX) stake by 143% in Q3 2026, buying an estimated $13K and bringing the position to 97 shares worth $24.8K. The position accounts for 0.01% of the portfolio, ranked #414.

Richardson Financial Services first reported a position in PSX in Q3 2025 and has held it in 4 quarters since. 2,097 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Richardson Financial Services held 97 shares of Phillips 66 worth $24.8K as of Q3 2026.
  • Richardson Financial Services bought 57 Phillips 66 shares in Q3 2026, an estimated $13K.
  • Phillips 66 made up 0.01% of Richardson Financial Services's portfolio in Q3 2026, its #414 holding.
  • Richardson Financial Services first reported a position in Phillips 66 in Q3 2025 and has held it in 4 quarters since.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Richardson Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.