RMR Wealth Builders’s Phillips 66 PSX Stock Holding History

RMR Wealth Builders’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	$655K	Sell	2,567 -156	-6%	-$35.6K	0.04%	164
2026 Q2	$460K	Sell	2,723 -1,229	-31%	-$212K	0.03%	202
2026 Q1	$720K	Buy	3,952 +39	+1%	+$6.11K	0.06%	139
2025 Q4	$505K	Sell	3,913 -10,797	-73%	-$1.45M	0.04%	172
2025 Q3	$2M	Sell	14,710 -6,866	-32%	-$880K	0.17%	76
2025 Q2	$2.57M	Buy	+21,576	New	+$2.42M	0.23%	57
2021 Q2	–	Sell	-1,648	Closed	-$134K	–	563
2021 Q1	$134K	Buy	1,648 +258	+19%	+$20.2K	0.03%	238
2020 Q4	$97K	Buy	+1,390	New	+$81.6K	0.05%	205
2020 Q3	–	Sell	-1,390	Closed	-$100K	–	410
2020 Q2	$100K	Buy	+1,390	New	+$98.4K	0.09%	169
2019 Q4	$185K	Buy	+1,665	New	+$187K	0.18%	120

Other funds holding PSX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

RMR Wealth Builders's PSX Position: Q3 2026 in Review

RMR Wealth Builders reduced its Phillips 66 (PSX) stake by 5.7% in Q3 2026, selling an estimated $35.6K and leaving 2,567 shares worth $655K. The position accounts for 0.04% of the portfolio, ranked #164.

RMR Wealth Builders first reported a position in PSX in Q4 2019 and has held it in 10 quarters since. The position peaked at $2.57M in Q2 2025. 1,439 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

RMR Wealth Builders held 2,567 shares of Phillips 66 worth $655K as of Q3 2026.
RMR Wealth Builders sold 156 Phillips 66 shares in Q3 2026, an estimated $35.6K.
Phillips 66 made up 0.04% of RMR Wealth Builders's portfolio in Q3 2026, its #164 holding.
RMR Wealth Builders first reported a position in Phillips 66 in Q4 2019 and has held it in 10 quarters since.
RMR Wealth Builders's Phillips 66 position peaked at $2.57M in Q2 2025.
1,439 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.