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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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Shufro Rose & Co's PSX Position: Q1 2026 in Review

Shufro Rose & Co held its Phillips 66 (PSX) position steady in Q1 2026 at 1,550 shares worth $282K. The position accounts for 0.02% of the portfolio, ranked #243.

Shufro Rose & Co first reported a position in PSX in Q2 2013 and has held it in 42 quarters since. The position peaked at $416K in Q2 2018. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Shufro Rose & Co held 1,550 shares of Phillips 66 worth $282K as of Q1 2026.
  • Shufro Rose & Co left its Phillips 66 share count unchanged in Q1 2026.
  • Phillips 66 made up 0.02% of Shufro Rose & Co's portfolio in Q1 2026, its #243 holding.
  • Shufro Rose & Co first reported a position in Phillips 66 in Q2 2013 and has held it in 42 quarters since.
  • Shufro Rose & Co's Phillips 66 position peaked at $416K in Q2 2018.
  • 2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.