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Ruggaard & Associates’s Phillips 66 PSX Stock Holding History

Ruggaard & Associates’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 		$381K Sell
2,254
-278
-11% -$47.9K 0.14% 92
2026
Q1 		$461K Hold
2,532
– – 0.18% 70
2025
Q4 		$327K Hold
2,532
– – 0.13% 93
2025
Q3 		$344K Hold
2,532
– – 0.13% 86
2025
Q2 		$302K Sell
2,532
-140
-5% -$15.7K 0.12% 92
2025
Q1 		$330K Hold
2,672
– – 0.14% 87
2024
Q4 		$304K Hold
2,672
– – 0.13% 91
2024
Q3 		$351K Hold
2,672
– – 0.15% 89
2024
Q2 		$377K Sell
2,672
-50
-2% -$7.4K 0.17% 78
2024
Q1 		$445K Buy
2,722
+69
+3% +$9.94K 0.21% 65
2023
Q4 		$353K Sell
2,653
-794
-23% -$94.9K 0.19% 75
2023
Q3 		$414K Hold
3,447
– – 0.25% 65
2023
Q2 		$329K Buy
3,447
+71
+2% +$6.9K 0.19% 75
2023
Q1 		$342K Buy
+3,376
New +$343K 0.21% 68

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ruggaard & Associates's PSX Position: Q2 2026 in Review

Ruggaard & Associates reduced its Phillips 66 (PSX) stake by 11% in Q2 2026, selling an estimated $47.9K and leaving 2,254 shares worth $381K. The position accounts for 0.14% of the portfolio, ranked #92.

Ruggaard & Associates first reported a position in PSX in Q1 2023 and has held it in 14 quarters since. The position peaked at $461K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Ruggaard & Associates held 2,254 shares of Phillips 66 worth $381K as of Q2 2026.
  • Ruggaard & Associates sold 278 Phillips 66 shares in Q2 2026, an estimated $47.9K.
  • Phillips 66 made up 0.14% of Ruggaard & Associates's portfolio in Q2 2026, its #92 holding.
  • Ruggaard & Associates first reported a position in Phillips 66 in Q1 2023 and has held it in 14 quarters since.
  • Ruggaard & Associates's Phillips 66 position peaked at $461K in Q1 2026.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Ruggaard & Associates's 13F filing for Q2 2026, filed 17 Aug 2026.