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Robertson Stephens Wealth Management’s Phillips 66 PSX Stock Holding History

Robertson Stephens 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 		$524K Buy
3,102
+204
+7% +$35.1K 0.01% 429
2026
Q1 		$528K Sell
2,898
-137
-5% -$21.5K 0.01% 409
2025
Q4 		$392K Buy
3,035
+198
+7% +$26.6K 0.01% 478
2025
Q3 		$386K Sell
2,837
-579
-17% -$74.2K 0.01% 404
2025
Q2 		$408K Buy
3,416
+40
+1% +$4.48K 0.01% 405
2025
Q1 		$417K Sell
3,376
-516
-13% -$63.6K 0.01% 395
2024
Q4 		$443K Sell
3,892
-231
-6% -$29.4K 0.02% 379
2024
Q3 		$542K Buy
4,123
+194
+5% +$26.2K 0.02% 394
2024
Q2 		$555K Sell
3,929
-7
-0.2% -$1.04K 0.03% 320
2024
Q1 		$643K Buy
3,936
+149
+4% +$21.5K 0.03% 299
2023
Q4 		$504K Buy
3,787
+163
+4% +$19.5K 0.03% 309
2023
Q3 		$435K Sell
3,624
-142
-4% -$15.9K 0.03% 322
2023
Q2 		$359K Buy
3,766
+117
+3% +$11.4K 0.03% 328
2023
Q1 		$370K Buy
3,649
+371
+11% +$37.7K 0.03% 336
2022
Q4 		$341K Sell
3,278
-40
-1% -$4.09K 0.03% 312
2022
Q3 		$267K Hold
3,318
– – 0.03% 296
2022
Q2 		$272K Buy
3,318
+210
+7% +$19.4K 0.03% 307
2022
Q1 		$268K Buy
+3,108
New +$261K 0.02% 331
2021
Q3 		– Sell
-3,160
Closed -$271K – 337
2021
Q2 		$271K Buy
+3,160
New +$267K 0.03% 276

Other funds holding PSX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Robertson Stephens Wealth Management's PSX Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its Phillips 66 (PSX) stake by 7% in Q2 2026, buying an estimated $35.1K and bringing the position to 3,102 shares worth $524K. The position accounts for 0.01% of the portfolio, ranked #429.

Robertson Stephens Wealth Management first reported a position in PSX in Q2 2021 and has held it in 19 quarters since. The position peaked at $643K in Q1 2024. 964 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Robertson Stephens Wealth Management held 3,102 shares of Phillips 66 worth $524K as of Q2 2026.
  • Robertson Stephens Wealth Management bought 204 Phillips 66 shares in Q2 2026, an estimated $35.1K.
  • Phillips 66 made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #429 holding.
  • Robertson Stephens Wealth Management first reported a position in Phillips 66 in Q2 2021 and has held it in 19 quarters since.
  • Robertson Stephens Wealth Management's Phillips 66 position peaked at $643K in Q1 2024.
  • 964 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.