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Werba Rubin Papier Wealth Management’s Phillips 66 PSX Stock Holding History

Werba Rubin Papier Wealth 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
2026
Q2 		$379K Sell
2,244
-116
-5% -$20K 0.05% 179
2026
Q1 		$430K Buy
2,360
+510
+28% +$79.9K 0.06% 155
2025
Q4 		$239K Buy
1,850
+69
+4% +$9.29K 0.06% 197
2025
Q3 		$242K Sell
1,781
-5
-0.3% -$641 0.04% 206
2025
Q2 		$213K Sell
1,786
-41
-2% -$4.59K 0.04% 207
2025
Q1 		$226K Sell
1,827
-46
-2% -$5.67K 0.05% 164
2024
Q4 		$213K Buy
1,873
+1
+0.1% +$127 0.05% 173
2024
Q3 		$246K Sell
1,872
-182
-9% -$24.6K 0.06% 149
2024
Q2 		$290K Buy
2,054
+383
+23% +$56.7K 0.08% 123
2024
Q1 		$273K Sell
1,671
-120
-7% -$17.3K 0.08% 113
2023
Q4 		$238K Hold
1,791
– – 0.08% 97
2023
Q3 		$215K Buy
+1,791
New +$201K 0.08% 108

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

Werba Rubin Papier Wealth Management's PSX Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management reduced its Phillips 66 (PSX) stake by 4.9% in Q2 2026, selling an estimated $20K and leaving 2,244 shares worth $379K. The position accounts for 0.05% of the portfolio, ranked #179.

Werba Rubin Papier Wealth Management first reported a position in PSX in Q3 2023 and has held it in 12 quarters since. The position peaked at $430K in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Werba Rubin Papier Wealth Management held 2,244 shares of Phillips 66 worth $379K as of Q2 2026.
  • Werba Rubin Papier Wealth Management sold 116 Phillips 66 shares in Q2 2026, an estimated $20K.
  • Phillips 66 made up 0.05% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #179 holding.
  • Werba Rubin Papier Wealth Management first reported a position in Phillips 66 in Q3 2023 and has held it in 12 quarters since.
  • Werba Rubin Papier Wealth Management's Phillips 66 position peaked at $430K in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.