Roehl & Yi Investment Advisors’s Phillips 66 PSX Stock Holding History

Roehl & Yi Investment Advisors’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	$753K	Sell	4,452 -1,049	-19%	-$181K	0.25%	85
2026 Q1	$1M	Buy	5,501 +6	+0.1%	+$940	0.38%	52
2025 Q4	$709K	Sell	5,495 -121	-2%	-$16.3K	0.28%	79
2025 Q3	$764K	Sell	5,616 -162	-3%	-$20.8K	0.33%	66
2025 Q2	$689K	Buy	5,778 +15	+0.3%	+$1.68K	0.35%	66
2025 Q1	$712K	Buy	5,763 +81	+1%	+$9.98K	0.39%	59
2024 Q4	$647K	Buy	+5,682	New	+$723K	0.36%	66

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

Roehl & Yi Investment Advisors's PSX Position: Q2 2026 in Review

Roehl & Yi Investment Advisors reduced its Phillips 66 (PSX) stake by 19% in Q2 2026, selling an estimated $181K and leaving 4,452 shares worth $753K. The position accounts for 0.25% of the portfolio, ranked #85.

Roehl & Yi Investment Advisors first reported a position in PSX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1M in Q1 2026. 2,100 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Roehl & Yi Investment Advisors held 4,452 shares of Phillips 66 worth $753K as of Q2 2026.
Roehl & Yi Investment Advisors sold 1,049 Phillips 66 shares in Q2 2026, an estimated $181K.
Phillips 66 made up 0.25% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #85 holding.
Roehl & Yi Investment Advisors first reported a position in Phillips 66 in Q4 2024 and has held it in 7 quarters since.
Roehl & Yi Investment Advisors's Phillips 66 position peaked at $1M in Q1 2026.
2,100 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.