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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RMR Wealth Builders's PSX Position: Q2 2026 in Review

RMR Wealth Builders reduced its Phillips 66 (PSX) stake by 31% in Q2 2026, selling an estimated $212K and leaving 2,723 shares worth $460K. The position accounts for 0.03% of the portfolio, ranked #202.

RMR Wealth Builders first reported a position in PSX in Q4 2019 and has held it in 9 quarters since. The position peaked at $2.57M in Q2 2025. 2,106 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

RMR Wealth Builders held 2,723 shares of Phillips 66 worth $460K as of Q2 2026.
RMR Wealth Builders sold 1,229 Phillips 66 shares in Q2 2026, an estimated $212K.
Phillips 66 made up 0.03% of RMR Wealth Builders's portfolio in Q2 2026, its #202 holding.
RMR Wealth Builders first reported a position in Phillips 66 in Q4 2019 and has held it in 9 quarters since.
RMR Wealth Builders's Phillips 66 position peaked at $2.57M in Q2 2025.
2,106 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.