Root Financial Partners
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Root Financial Partners’s Phillips 66 PSX Stock Holding History

Root Financial Partners’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
Q3 		$1.07M Buy
4,201
+1,077
+34% +$246K 0.04% 124
2026
Q2 		$528K Buy
3,124
+265
+9% +$45.6K 0.02% 189
2026
Q1 		$521K Buy
2,859
+1,444
+102% +$226K 0.02% 156
2025
Q4 		$183K Sell
1,415
-303
-18% -$40.8K 0.01% 319
2025
Q3 		$234K Buy
+1,718
New +$220K 0.01% 252

Other funds holding PSX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Tran Capital Management
Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Root Financial Partners's PSX Position: Q3 2026 in Review

Root Financial Partners increased its Phillips 66 (PSX) stake by 34% in Q3 2026, buying an estimated $246K and bringing the position to 4,201 shares worth $1.07M. The position accounts for 0.04% of the portfolio, ranked #124.

Root Financial Partners first reported a position in PSX in Q3 2025 and has held it in 5 quarters since. 993 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Root Financial Partners held 4,201 shares of Phillips 66 worth $1.07M as of Q3 2026.
  • Root Financial Partners bought 1,077 Phillips 66 shares in Q3 2026, an estimated $246K.
  • Phillips 66 made up 0.04% of Root Financial Partners's portfolio in Q3 2026, its #124 holding.
  • Root Financial Partners first reported a position in Phillips 66 in Q3 2025 and has held it in 5 quarters since.
  • 993 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.