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Royal Fund Management’s Phillips 66 PSX Stock Holding History

Royal Fund Management’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 		$8.22M Buy
48,623
+2,311
+5% +$398K 0.68% 41
2026
Q1 		$8.44M Sell
46,312
-7,589
-14% -$1.19M 0.8% 35
2025
Q4 		$6.96M Buy
53,901
+9,214
+21% +$1.24M 0.63% 54
2025
Q3 		$6.08M Sell
44,687
-4,830
-10% -$619K 0.72% 42
2025
Q2 		$5.91M Buy
49,517
+2,531
+5% +$284K 0.59% 49
2025
Q1 		$5.85M Sell
46,986
-3,395
-7% -$418K 0.65% 45
2024
Q4 		$5.79M Sell
50,381
-57,139
-53% -$7.27M 0.54% 54
2024
Q3 		$14.2M Buy
107,520
+61,956
+136% +$8.37M 0.85% 26
2024
Q2 		$6.49M Sell
45,564
-8,285
-15% -$1.23M 0.53% 32
2024
Q1 		$8.8M Sell
53,849
-2,122
-4% -$306K 0.86% 23
2023
Q4 		$7.45M Buy
55,971
+804
+1% +$96.1K 0.83% 28
2023
Q3 		$6.63M Sell
55,167
-10,344
-16% -$1.16M 0.9% 29
2023
Q2 		$6.25M Buy
65,511
+14
+0% +$1.36K 0.78% 33
2023
Q1 		$6.64M Buy
65,497
+1,468
+2% +$149K 0.95% 27
2022
Q4 		$6.66M Buy
64,029
+929
+1% +$95K 1.06% 27
2022
Q3 		$5.09M Buy
63,100
+1,007
+2% +$85.8K 0.93% 36
2022
Q2 		$5.09M Buy
62,093
+1,055
+2% +$97.6K 0.85% 41
2022
Q1 		$5.27M Sell
61,038
-2,726
-4% -$229K 0.76% 41
2021
Q4 		$4.62M Buy
63,764
+14,619
+30% +$1.11M 0.66% 55
2021
Q3 		$3.44M Sell
49,145
-10,396
-17% -$753K 0.5% 72
2021
Q2 		$5.11M Buy
+59,541
New +$5.03M 0.85% 40
2020
Q2 		– Sell
-2,481
Closed -$133K – 465
2020
Q1 		$133K Sell
2,481
-26,066
-91% -$2.12M 0.05% 172
2019
Q4 		$3.18M Sell
28,547
-7,041
-20% -$791K 0.81% 48
2019
Q3 		$3.64M Sell
35,588
-539
-1% -$54K 1.02% 38
2019
Q2 		$3.38M Buy
36,127
+98
+0.3% +$8.79K 1% 38
2019
Q1 		$3.43M Sell
36,029
-131
-0.4% -$12.5K 1.09% 34
2018
Q4 		$3.12M Sell
36,160
-31,813
-47% -$3.11M 1.26% 29
2018
Q3 		$7.66M Sell
67,973
-2,677
-4% -$309K 2.39% 12
2018
Q2 		$7.93M Sell
70,650
-3,486
-5% -$392K 2.62% 7
2018
Q1 		$7.11M Sell
74,136
-126
-0.2% -$12.3K 2.6% 11
2017
Q4 		$7.51M Sell
74,262
-781
-1% -$74.2K 2.69% 11
2017
Q3 		$6.87M Sell
75,043
-5,236
-7% -$444K 2.74% 12
2017
Q2 		$6.64M Buy
80,279
+4,537
+6% +$356K 2.82% 12
2017
Q1 		$6M Buy
75,742
+27,433
+57% +$2.21M 2.9% 14
2016
Q4 		$4.17M Buy
+48,309
New +$4.02M 2.32% 17

Other funds holding PSX

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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Royal Fund Management's PSX Position: Q2 2026 in Review

Royal Fund Management increased its Phillips 66 (PSX) stake by 5% in Q2 2026, buying an estimated $398K and bringing the position to 48,623 shares worth $8.22M. The position accounts for 0.68% of the portfolio, ranked #41.

Royal Fund Management first reported a position in PSX in Q4 2016 and has held it in 35 quarters since. The position peaked at $14.2M in Q3 2024. 517 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Royal Fund Management held 48,623 shares of Phillips 66 worth $8.22M as of Q2 2026.
  • Royal Fund Management bought 2,311 Phillips 66 shares in Q2 2026, an estimated $398K.
  • Phillips 66 made up 0.68% of Royal Fund Management's portfolio in Q2 2026, its #41 holding.
  • Royal Fund Management first reported a position in Phillips 66 in Q4 2016 and has held it in 35 quarters since.
  • Royal Fund Management's Phillips 66 position peaked at $14.2M in Q3 2024.
  • 517 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.