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Ritholtz Wealth Management’s Phillips 66 PSX Stock Holding History

Ritholtz Wealth 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 		$710K Buy
4,203
+840
+25% +$145K 0.01% 729
2026
Q1 		$613K Buy
3,363
+205
+6% +$32.1K 0.01% 714
2025
Q4 		$408K Buy
3,158
+1,280
+68% +$172K 0.01% 784
2025
Q3 		$255K Buy
+1,878
New +$241K 0.01% 902
2025
Q2 		– Sell
-2,348
Closed -$290K – 1031
2025
Q1 		$290K Buy
+2,348
New +$289K 0.01% 756
2024
Q4 		– Sell
-1,894
Closed -$249K – 893
2024
Q3 		$249K Sell
1,894
-251
-12% -$33.9K 0.01% 753
2024
Q2 		$303K Sell
2,145
-288
-12% -$42.6K 0.01% 649
2024
Q1 		$397K Buy
2,433
+592
+32% +$85.3K 0.01% 568
2023
Q4 		$245K Buy
+1,841
New +$220K 0.01% 647
2022
Q4 		– Sell
-3,714
Closed -$300K – 707
2022
Q3 		$300K Buy
+3,714
New +$317K 0.02% 537

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

Ritholtz Wealth Management's PSX Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Phillips 66 (PSX) stake by 25% in Q2 2026, buying an estimated $145K and bringing the position to 4,203 shares worth $710K. The position accounts for 0.01% of the portfolio, ranked #729.

Ritholtz Wealth Management first reported a position in PSX in Q3 2022 and has held it in 10 quarters since. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Ritholtz Wealth Management held 4,203 shares of Phillips 66 worth $710K as of Q2 2026.
  • Ritholtz Wealth Management bought 840 Phillips 66 shares in Q2 2026, an estimated $145K.
  • Phillips 66 made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #729 holding.
  • Ritholtz Wealth Management first reported a position in Phillips 66 in Q3 2022 and has held it in 10 quarters since.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.