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Rothschild Investment LLC’s Phillips 66 PSX Stock Holding History

Rothschild Investment LLC’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 		$9.14M Buy
50,161
+8,785
+21% +$1.38M 0.48% 51
2025
Q4 		$5.34M Buy
41,376
+270
+0.7% +$36.3K 0.29% 81
2025
Q3 		$5.59M Buy
41,106
+2,163
+6% +$277K 0.32% 78
2025
Q2 		$4.65M Buy
38,943
+1,007
+3% +$113K 0.29% 83
2025
Q1 		$4.68M Sell
37,936
-216
-0.6% -$26.6K 0.31% 72
2024
Q4 		$4.35M Buy
38,152
+34
+0.1% +$4.33K 0.28% 76
2024
Q3 		$5.01M Sell
38,118
-375
-1% -$50.6K 0.33% 72
2024
Q2 		$5.43M Sell
38,493
-108
-0.3% -$16K 0.38% 66
2024
Q1 		$6.31M Sell
38,601
-30
-0.1% -$4.32K 0.46% 62
2023
Q4 		$5.14M Sell
38,631
-8,407
-18% -$1M 0.43% 61
2023
Q3 		$5.65M Buy
47,038
+62
+0.1% +$6.96K 0.48% 61
2023
Q2 		$4.48M Buy
46,976
+373
+0.8% +$36.3K 0.37% 69
2023
Q1 		$4.72M Sell
46,603
-42
-0.1% -$4.27K 0.41% 66
2022
Q4 		$4.86M Sell
46,645
-296
-0.6% -$30.3K 0.45% 65
2022
Q3 		$3.79M Sell
46,941
-3,200
-6% -$273K 0.37% 75
2022
Q2 		$4.11M Buy
50,141
+532
+1% +$49.2K 0.38% 75
2022
Q1 		$4.29M Sell
49,609
-899
-2% -$75.6K 0.34% 87
2021
Q4 		$3.66M Buy
50,508
+2,660
+6% +$201K 0.28% 89
2021
Q3 		$3.35M Buy
47,848
+19,670
+70% +$1.42M 0.28% 89
2021
Q2 		$2.42M Sell
28,178
-226
-0.8% -$19.1K 0.19% 118
2021
Q1 		$2.32M Buy
28,404
+860
+3% +$67.5K 0.2% 115
2020
Q4 		$1.93M Sell
27,544
-1,735
-6% -$102K 0.19% 118
2020
Q3 		$1.52M Sell
29,279
-1,419
-5% -$86.6K 0.17% 126
2020
Q2 		$2.21M Sell
30,698
-100
-0.3% -$7.08K 0.27% 96
2020
Q1 		$1.65M Sell
30,798
-225
-0.7% -$18.3K 0.22% 115
2019
Q4 		$3.46M Buy
31,023
+690
+2% +$77.5K 0.34% 78
2019
Q3 		$3.11M Buy
30,333
+1,170
+4% +$117K 0.36% 81
2019
Q2 		$2.73M Buy
29,163
+1,025
+4% +$92K 0.32% 92
2019
Q1 		$2.68M Buy
28,138
+6,175
+28% +$587K 0.31% 88
2018
Q4 		$1.89M Buy
21,963
+563
+3% +$55K 0.25% 108
2018
Q3 		$2.41M Buy
21,400
+1,135
+6% +$131K 0.28% 95
2018
Q2 		$2.28M Sell
20,265
-150
-0.7% -$16.9K 0.29% 97
2018
Q1 		$1.96M Buy
20,415
+115
+0.6% +$11.2K 0.25% 97
2017
Q4 		$2.05M Buy
20,300
+235
+1% +$22.3K 0.22% 108
2017
Q3 		$1.84M Sell
20,065
-943
-4% -$79.9K 0.21% 119
2017
Q2 		$1.74M Buy
21,008
+100
+0.5% +$7.85K 0.2% 127
2017
Q1 		$1.66M Sell
20,908
-243
-1% -$19.6K 0.19% 126
2016
Q4 		$1.83M Buy
21,151
+625
+3% +$52K 0.22% 119
2016
Q3 		$1.65M Buy
20,526
+2,626
+15% +$204K 0.2% 128
2016
Q2 		$1.42M Hold
17,900
– – 0.18% 134
2016
Q1 		$1.55M Sell
17,900
-242
-1% -$19.7K 0.2% 125
2015
Q4 		$1.48M Sell
18,142
-308
-2% -$26.6K 0.19% 126
2015
Q3 		$1.42M Sell
18,450
-275
-1% -$21.9K 0.19% 129
2015
Q2 		$1.51M Hold
18,725
– – 0.17% 142
2015
Q1 		$1.47M Buy
18,725
+80
+0.4% +$5.87K 0.17% 135
2014
Q4 		$1.34M Hold
18,645
– – 0.16% 144
2014
Q3 		$1.52M Buy
18,645
+61
+0.3% +$5.08K 0.18% 130
2014
Q2 		$1.5M Sell
18,584
-1,000
-5% -$82.4K 0.19% 126
2014
Q1 		$1.51M Sell
19,584
-47
-0.2% -$3.58K 0.2% 119
2013
Q4 		$1.51M Buy
19,631
+570
+3% +$38K 0.21% 113
2013
Q3 		$1.1M Buy
19,061
+516
+3% +$29.9K 0.16% 131
2013
Q2 		$1.09M Buy
+18,545
New +$1.17M 0.18% 122

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

Rothschild Investment LLC's PSX Position: Q1 2026 in Review

Rothschild Investment LLC increased its Phillips 66 (PSX) stake by 21% in Q1 2026, buying an estimated $1.38M and bringing the position to 50,161 shares worth $9.14M. The position accounts for 0.48% of the portfolio, ranked #51.

Rothschild Investment LLC first reported a position in PSX in Q2 2013 and has held it in 52 quarters since. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Rothschild Investment LLC held 50,161 shares of Phillips 66 worth $9.14M as of Q1 2026.
  • Rothschild Investment LLC bought 8,785 Phillips 66 shares in Q1 2026, an estimated $1.38M.
  • Phillips 66 made up 0.48% of Rothschild Investment LLC's portfolio in Q1 2026, its #51 holding.
  • Rothschild Investment LLC first reported a position in Phillips 66 in Q2 2013 and has held it in 52 quarters since.
  • 2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.