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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
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

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

Root Financial Partners's PSX Position: Q2 2026 in Review

Root Financial Partners increased its Phillips 66 (PSX) stake by 9.3% in Q2 2026, buying an estimated $45.6K and bringing the position to 3,124 shares worth $528K. The position accounts for 0.02% of the portfolio, ranked #189.

Root Financial Partners first reported a position in PSX in Q3 2025 and has held it in 4 quarters since. 2,104 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Root Financial Partners held 3,124 shares of Phillips 66 worth $528K as of Q2 2026.
  • Root Financial Partners bought 265 Phillips 66 shares in Q2 2026, an estimated $45.6K.
  • Phillips 66 made up 0.02% of Root Financial Partners's portfolio in Q2 2026, its #189 holding.
  • Root Financial Partners first reported a position in Phillips 66 in Q3 2025 and has held it in 4 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.