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Shufro Rose & Co’s Phillips 66 PSX Stock Holding History

Shufro Rose & Co’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
2022
Q2 		– Sell
-700
Closed -$60K – 342
2022
Q1 		$60K Buy
+700
New +$58.9K ﹤0.01% 325

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

Shufro Rose & Co's PSX Position: Q2 2026 in Review

Shufro Rose & Co reduced its Phillips 66 (PSX) stake by 19% in Q2 2026, selling an estimated $51.6K and leaving 1,250 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #283.

Shufro Rose & Co first reported a position in PSX in Q2 2013 and has held it in 43 quarters since. The position peaked at $416K in Q2 2018. 2,106 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Shufro Rose & Co held 1,250 shares of Phillips 66 worth $211K as of Q2 2026.
  • Shufro Rose & Co sold 300 Phillips 66 shares in Q2 2026, an estimated $51.6K.
  • Phillips 66 made up 0.01% of Shufro Rose & Co's portfolio in Q2 2026, its #283 holding.
  • Shufro Rose & Co first reported a position in Phillips 66 in Q2 2013 and has held it in 43 quarters since.
  • Shufro Rose & Co's Phillips 66 position peaked at $416K in Q2 2018.
  • 2,106 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.