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Rossby Financial’s Phillips 66 PSX Stock Holding History

Rossby Financial’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 		$766K Buy
4,530
+361
+9% +$62.1K 0.14% 141
2026
Q1 		$732K Buy
4,169
+129
+3% +$20.2K 0.15% 130
2025
Q4 		$521K Buy
4,040
+448
+12% +$60.3K 0.16% 109
2025
Q3 		$483K Sell
3,592
-8
-0.2% -$1.02K 0.16% 126
2025
Q2 		$429K Buy
3,600
+193
+6% +$21.6K 0.16% 134
2025
Q1 		$354K Buy
3,407
+67
+2% +$8.26K 0.15% 142
2024
Q4 		$381K Buy
+3,340
New +$425K 0.24% 110

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

Rossby Financial's PSX Position: Q2 2026 in Review

Rossby Financial increased its Phillips 66 (PSX) stake by 8.7% in Q2 2026, buying an estimated $62.1K and bringing the position to 4,530 shares worth $766K. The position accounts for 0.14% of the portfolio, ranked #141.

Rossby Financial first reported a position in PSX in Q4 2024 and has held it in 7 quarters since. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Rossby Financial held 4,530 shares of Phillips 66 worth $766K as of Q2 2026.
  • Rossby Financial bought 361 Phillips 66 shares in Q2 2026, an estimated $62.1K.
  • Phillips 66 made up 0.14% of Rossby Financial's portfolio in Q2 2026, its #141 holding.
  • Rossby Financial first reported a position in Phillips 66 in Q4 2024 and has held it in 7 quarters since.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.