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
2025 Q3	–	Sell	-800	Closed	-$95.4K	–	335
2025 Q2	$95.4K	Sell	800 -300	-27%	-$33.6K	0.01%	297
2025 Q1	$133K	Buy	+1,100	New	+$136K	0.01%	293
2024 Q4	–	Sell	-1,200	Closed	-$158K	–	350
2024 Q3	$158K	Buy	+1,200	New	+$162K	0.01%	310
2024 Q1	–	Sell	-200	Closed	-$26.6K	–	340
2023 Q4	$26.6K	Buy	+200	New	+$23.9K	﹤0.01%	298
2023 Q3	–	Sell	-4,200	Closed	-$401K	–	297
2023 Q2	$401K	Sell	4,200 -200	-5%	-$19.4K	0.05%	214
2023 Q1	$446K	Buy	4,400 +4,200	+2,100%	+$427K	0.06%	211
2022 Q4	$20.8K	Buy	+200	New	+$20.5K	﹤0.01%	264

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 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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. 537 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.
537 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.