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 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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

TCM

Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Roxbury Financial's PSX Position: Q2 2026 in Review

Roxbury Financial increased its Phillips 66 (PSX) stake by 0.92% in Q2 2026, buying an estimated $172 and bringing the position to 110 shares worth $18.6K. The position accounts for 0.01% of the portfolio, ranked #274.

Roxbury Financial first reported a position in PSX in Q4 2024 and has held it in 7 quarters since. The position peaked at $19.9K in Q1 2026. 653 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Roxbury Financial held 110 shares of Phillips 66 worth $18.6K as of Q2 2026.
Roxbury Financial bought 1 Phillips 66 share in Q2 2026, an estimated $172.
Phillips 66 made up 0.01% of Roxbury Financial's portfolio in Q2 2026, its #274 holding.
Roxbury Financial first reported a position in Phillips 66 in Q4 2024 and has held it in 7 quarters since.
Roxbury Financial's Phillips 66 position peaked at $19.9K in Q1 2026.
653 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.