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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

RMR Wealth Builders's PSX Position: Q1 2026 in Review

RMR Wealth Builders increased its Phillips 66 (PSX) stake by 1% in Q1 2026, buying an estimated $6.11K and bringing the position to 3,952 shares worth $720K. The position accounts for 0.06% of the portfolio, ranked #139.

RMR Wealth Builders first reported a position in PSX in Q4 2019 and has held it in 8 quarters since. The position peaked at $2.57M in Q2 2025. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

RMR Wealth Builders held 3,952 shares of Phillips 66 worth $720K as of Q1 2026.
RMR Wealth Builders bought 39 Phillips 66 shares in Q1 2026, an estimated $6.11K.
Phillips 66 made up 0.06% of RMR Wealth Builders's portfolio in Q1 2026, its #139 holding.
RMR Wealth Builders first reported a position in Phillips 66 in Q4 2019 and has held it in 8 quarters since.
RMR Wealth Builders's Phillips 66 position peaked at $2.57M in Q2 2025.
2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on RMR Wealth Builders's 13F filing for Q1 2026, filed 22 Apr 2026.