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RAFFA WEALTH MANAGEMENT, LLC’s Phillips 66 PSX Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$17.8K Buy
105
+7
+7% +$1.21K ﹤0.01% 309
2026
Q1 		$17.9K Buy
98
+4
+4% +$627 ﹤0.01% 289
2025
Q4 		$12.1K Hold
94
– – ﹤0.01% 344
2025
Q3 		$12.8K Buy
94
+20
+27% +$2.56K ﹤0.01% 319
2025
Q2 		$8.83K Hold
74
– – ﹤0.01% 401
2025
Q1 		$9.14K Hold
74
– – ﹤0.01% 328
2024
Q4 		$8.43K Hold
74
– – ﹤0.01% 358
2024
Q3 		$9.73K Sell
74
-44
-37% -$5.94K ﹤0.01% 315
2024
Q2 		$16.7K Buy
118
+44
+59% +$6.51K ﹤0.01% 360
2024
Q1 		$12.1K Sell
74
-22
-23% -$3.17K ﹤0.01% 398
2023
Q4 		$12.8K Hold
96
– – ﹤0.01% 258
2023
Q3 		$11.5K Hold
96
– – ﹤0.01% 257
2023
Q2 		$9.16K Hold
96
– – ﹤0.01% 295
2023
Q1 		$9.73K Buy
96
+20
+26% +$2.03K ﹤0.01% 305
2022
Q4 		$7.91K Hold
76
– – ﹤0.01% 314
2022
Q3 		$6.13K Hold
76
– – ﹤0.01% 350
2022
Q2 		$6.23K Hold
76
– – ﹤0.01% 342
2022
Q1 		$6.57K Sell
76
-33
-30% -$2.78K ﹤0.01% 352
2021
Q4 		$7.9K Buy
109
+33
+43% +$2.49K ﹤0.01% 338
2021
Q3 		$5.32K Hold
76
– – ﹤0.01% 367
2021
Q2 		$6.52K Sell
76
-96
-56% -$8.1K ﹤0.01% 329
2021
Q1 		$14.1K Buy
172
+10
+6% +$785 0.01% 236
2020
Q4 		$11.3K Buy
162
+17
+12% +$998 ﹤0.01% 234
2020
Q3 		$7.52K Sell
145
-33
-19% -$2.01K ﹤0.01% 271
2020
Q2 		$12.8K Sell
178
-43
-19% -$3.04K ﹤0.01% 205
2020
Q1 		$11.9K Sell
221
-210
-49% -$17.1K ﹤0.01% 194
2019
Q4 		$48K Hold
431
– – 0.02% 131
2019
Q3 		$44.1K Buy
+431
New +$43.2K 0.02% 137
2019
Q2 		– Sell
-80
Closed -$7.61K – 1229
2019
Q1 		$7.61K Sell
80
-5
-6% -$475 ﹤0.01% 201
2018
Q4 		$7.32K Buy
85
+13
+18% +$1.27K ﹤0.01% 223
2018
Q3 		$8.12K Hold
72
– – ﹤0.01% 226
2018
Q2 		$8.09K Sell
72
-5
-6% -$562 ﹤0.01% 219
2018
Q1 		$7.39K Buy
+77
New +$7.5K ﹤0.01% 220
2017
Q2 		– Sell
-100
Closed -$7.92K – 408
2017
Q1 		$7.92K Sell
100
-13
-12% -$1.05K ﹤0.01% 185
2016
Q4 		$9.76K Hold
113
– – 0.01% 177
2016
Q3 		$9.1K Hold
113
– – ﹤0.01% 183
2016
Q2 		$8.96K Hold
113
– – 0.01% 179
2016
Q1 		$9.79K Hold
113
– – 0.01% 182
2015
Q4 		$9.24K Hold
113
– – 0.01% 176
2015
Q3 		$8.68K Hold
113
– – 0.01% 180
2015
Q2 		$9.1K Hold
113
– – 0.01% 172
2015
Q1 		$8.88K Hold
113
– – 0.01% 150
2014
Q4 		$8.1K Hold
113
– – ﹤0.01% 156
2014
Q3 		$9.19K Buy
113
+13
+13% +$1.08K 0.01% 151
2014
Q2 		$8.04K Hold
100
– – 0.01% 161
2014
Q1 		$7.71K Sell
100
-13
-12% -$990 0.01% 154
2013
Q4 		$8.1K Buy
+113
New +$7.54K ﹤0.01% 156

Other funds holding PSX

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
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

RAFFA WEALTH MANAGEMENT, LLC's PSX Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Phillips 66 (PSX) stake by 7.1% in Q2 2026, buying an estimated $1.21K and bringing the position to 105 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #309.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in PSX in Q4 2013 and has held it in 47 quarters since. The position peaked at $48K in Q4 2019. 748 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 105 shares of Phillips 66 worth $17.8K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 7 Phillips 66 shares in Q2 2026, an estimated $1.21K.
  • Phillips 66 made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #309 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Phillips 66 in Q4 2013 and has held it in 47 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Phillips 66 position peaked at $48K in Q4 2019.
  • 748 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.