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Rockline Wealth Management’s Phillips 66 PSX Stock Holding History

Rockline 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 		$4.23M Buy
25,026
+101
+0.4% +$17.4K 0.81% 37
2026
Q1 		$4.54M Sell
24,925
-316
-1% -$49.5K 0.99% 32
2025
Q4 		$3.26M Buy
25,241
+1,327
+6% +$179K 0.66% 42
2025
Q3 		$3.25M Buy
23,914
+844
+4% +$108K 0.67% 39
2025
Q2 		$2.75M Sell
23,070
-396
-2% -$44.4K 0.65% 46
2025
Q1 		$2.9M Buy
23,466
+1,002
+4% +$123K 0.81% 43
2024
Q4 		$2.56M Buy
22,464
+1,234
+6% +$157K 0.68% 47
2024
Q3 		$2.79M Buy
21,230
+839
+4% +$113K 0.79% 41
2024
Q2 		$2.88M Buy
20,391
+527
+3% +$78K 0.89% 37
2024
Q1 		$3.24M Buy
19,864
+584
+3% +$84.2K 1.13% 31
2023
Q4 		$2.57M Buy
+19,280
New +$2.3M 1.07% 34

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

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

Rockline Wealth Management increased its Phillips 66 (PSX) stake by 0.41% in Q2 2026, buying an estimated $17.4K and bringing the position to 25,026 shares worth $4.23M. The position accounts for 0.81% of the portfolio, ranked #37.

Rockline Wealth Management first reported a position in PSX in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.54M in Q1 2026. 2,093 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Rockline Wealth Management held 25,026 shares of Phillips 66 worth $4.23M as of Q2 2026.
  • Rockline Wealth Management bought 101 Phillips 66 shares in Q2 2026, an estimated $17.4K.
  • Phillips 66 made up 0.81% of Rockline Wealth Management's portfolio in Q2 2026, its #37 holding.
  • Rockline Wealth Management first reported a position in Phillips 66 in Q4 2023 and has held it in 11 quarters since.
  • Rockline Wealth Management's Phillips 66 position peaked at $4.54M in Q1 2026.
  • 2,093 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

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