Roof Eidam Maycock Peralta (REMP)’s Phillips 66 PSX Stock Holding History

Roof Eidam Maycock Peralta (REMP)’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	$650K	Hold	3,843	–	–	0.13%	87
2026 Q1	$700K	Hold	3,843	–	–	0.16%	80
2025 Q4	$496K	Hold	3,843	–	–	0.11%	87
2025 Q3	$523K	Hold	3,843	–	–	0.13%	84
2025 Q2	$458K	Hold	3,843	–	–	0.11%	83
2025 Q1	$475K	Sell	3,843 -129	-3%	-$15.9K	0.13%	83
2024 Q4	$453K	Hold	3,972	–	–	0.12%	83
2024 Q3	$522K	Sell	3,972 -775	-16%	-$105K	0.13%	81
2024 Q2	$670K	Hold	4,747	–	–	0.18%	72
2024 Q1	$775K	Hold	4,747	–	–	0.21%	69
2023 Q4	$632K	Sell	4,747 -1,681	-26%	-$201K	0.19%	71
2023 Q3	$772K	Buy	6,428 +518	+9%	+$58.1K	0.25%	67
2023 Q2	$564K	Hold	5,910	–	–	0.19%	71
2023 Q1	$599K	Hold	5,910	–	–	0.22%	69
2022 Q4	$615K	Hold	5,910	–	–	0.22%	69
2022 Q3	$477K	Hold	5,910	–	–	0.18%	70
2022 Q2	$485K	Hold	5,910	–	–	0.18%	67
2022 Q1	$511K	Hold	5,910	–	–	0.17%	73
2021 Q4	$428K	Hold	5,910	–	–	0.14%	81
2021 Q3	$414K	Hold	5,910	–	–	0.15%	78
2021 Q2	$507K	Hold	5,910	–	–	0.19%	71
2021 Q1	$482K	Hold	5,910	–	–	0.19%	70
2020 Q4	$413K	Hold	5,910	–	–	0.16%	72
2020 Q3	$306K	Hold	5,910	–	–	0.12%	81
2020 Q2	$425K	Hold	5,910	–	–	0.16%	73
2020 Q1	$317K	Buy	5,910 +1,550	+36%	+$126K	0.13%	81
2019 Q4	$486K	Hold	4,360	–	–	0.19%	77
2019 Q3	$446K	Sell	4,360 -1,550	-26%	-$155K	0.18%	77
2019 Q2	$553K	Hold	5,910	–	–	0.23%	77
2019 Q1	$562K	Hold	5,910	–	–	0.22%	78
2018 Q4	$509K	Hold	5,910	–	–	0.25%	65
2018 Q3	$666K	Hold	5,910	–	–	0.3%	58
2018 Q2	$664K	Hold	5,910	–	–	0.31%	56
2018 Q1	$567K	Hold	5,910	–	–	0.27%	62
2017 Q4	$598K	Hold	5,910	–	–	0.29%	63
2017 Q3	$541K	Hold	5,910	–	–	0.28%	64
2017 Q2	$489K	Hold	5,910	–	–	0.25%	59
2017 Q1	$468K	Sell	5,910 -223	-4%	-$18K	0.24%	60
2016 Q4	$530K	Buy	6,133 +223	+4%	+$18.5K	0.28%	59
2016 Q3	$476K	Hold	5,910	–	–	0.22%	62
2016 Q2	$469K	Hold	5,910	–	–	0.25%	57
2016 Q1	$512K	Hold	5,910	–	–	0.36%	52
2015 Q4	$483K	Hold	5,910	–	–	0.38%	58
2015 Q3	$454K	Hold	5,910	–	–	0.43%	56
2015 Q2	$476K	Hold	5,910	–	–	0.39%	58
2015 Q1	$465K	Hold	5,910	–	–	0.38%	62
2014 Q4	$424K	Buy	+5,910	New	+$436K	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

Roof Eidam Maycock Peralta (REMP)'s PSX Position: Q2 2026 in Review

Roof Eidam Maycock Peralta (REMP) held its Phillips 66 (PSX) position steady in Q2 2026 at 3,843 shares worth $650K. The position accounts for 0.13% of the portfolio, ranked #87.

Roof Eidam Maycock Peralta (REMP) first reported a position in PSX in Q4 2014 and has held it in 47 quarters since. The position peaked at $775K in Q1 2024. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Roof Eidam Maycock Peralta (REMP) held 3,843 shares of Phillips 66 worth $650K as of Q2 2026.
Roof Eidam Maycock Peralta (REMP) left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.13% of Roof Eidam Maycock Peralta (REMP)'s portfolio in Q2 2026, its #87 holding.
Roof Eidam Maycock Peralta (REMP) first reported a position in Phillips 66 in Q4 2014 and has held it in 47 quarters since.
Roof Eidam Maycock Peralta (REMP)'s Phillips 66 position peaked at $775K in Q1 2024.
2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Roof Eidam Maycock Peralta (REMP)'s 13F filing for Q2 2026, filed 24 Jul 2026.