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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Root Financial Partners's PSX Position: Q1 2026 in Review

Root Financial Partners increased its Phillips 66 (PSX) stake by 102% in Q1 2026, buying an estimated $226K and bringing the position to 2,859 shares worth $521K. The position accounts for 0.02% of the portfolio, ranked #156.

Root Financial Partners first reported a position in PSX in Q3 2025 and has held it in 3 quarters since. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Root Financial Partners held 2,859 shares of Phillips 66 worth $521K as of Q1 2026.
  • Root Financial Partners bought 1,444 Phillips 66 shares in Q1 2026, an estimated $226K.
  • Phillips 66 made up 0.02% of Root Financial Partners's portfolio in Q1 2026, its #156 holding.
  • Root Financial Partners first reported a position in Phillips 66 in Q3 2025 and has held it in 3 quarters since.
  • 2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.