Roxbury Financial
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Roxbury Financial’s Phillips 66 PSX Stock Holding History

Roxbury 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
Q3 		$28.3K Buy
111
+1
+0.9% +$228 0.02% 257
2026
Q2 		$18.6K Buy
110
+1
+0.9% +$172 0.01% 274
2026
Q1 		$19.9K Hold
109
– – 0.02% 253
2025
Q4 		$14K Buy
109
+1
+0.9% +$135 0.01% 279
2025
Q3 		$14.6K Buy
108
+1
+0.9% +$128 0.01% 269
2025
Q2 		$12.7K Buy
107
+2
+2% +$224 0.01% 272
2025
Q1 		$13.6K Buy
105
+2
+2% +$246 0.01% 264
2024
Q4 		$13.9K Buy
+103
New +$13.1K 0.01% 279

Other funds holding PSX

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Roxbury Financial's PSX Position: Q3 2026 in Review

Roxbury Financial increased its Phillips 66 (PSX) stake by 0.91% in Q3 2026, buying an estimated $228 and bringing the position to 111 shares worth $28.3K. The position accounts for 0.02% of the portfolio, ranked #257.

Roxbury Financial first reported a position in PSX in Q4 2024 and has held it in 8 quarters since. 1,366 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Roxbury Financial held 111 shares of Phillips 66 worth $28.3K as of Q3 2026.
  • Roxbury Financial bought 1 Phillips 66 share in Q3 2026, an estimated $228.
  • Phillips 66 made up 0.02% of Roxbury Financial's portfolio in Q3 2026, its #257 holding.
  • Roxbury Financial first reported a position in Phillips 66 in Q4 2024 and has held it in 8 quarters since.
  • 1,366 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.