Richmond Investment Services’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-1,449
Closed -$264K 223
2026
Q1
$264K Buy
+1,449
New +$227K 0.04% 219

Other funds holding PSX

Richmond Investment Services's PSX Position: Q2 2026 in Review

Richmond Investment Services sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 1,449 shares — an estimated $264K sold.

Richmond Investment Services first reported a position in PSX in Q1 2026 and held it in 1 quarter. The position peaked at $264K in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Richmond Investment Services reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
  • Richmond Investment Services sold 1,449 Phillips 66 shares in Q2 2026, an estimated $264K.
  • Richmond Investment Services first reported a position in Phillips 66 in Q1 2026 and held it in 1 quarter.
  • Richmond Investment Services's Phillips 66 position peaked at $264K in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.