Robertson Stephens Wealth Management, LLC
Position in PSX — Phillips 66
CIK 1767307
San Francisco, CA
Position in PSX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$524,393
-$3,564 QoQ
Shares Held
3,102
+7.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,157
of 2,093 holders
Holding Since
Jun 2021
19 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Robertson Stephens Wealth Management, LLC holds $857,756 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (61.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
3,102 | $524,393 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
1,280 | $333,363 |
All Filings in PSX
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $524,393 | 3,102 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $527,957 | 2,898 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $391,636 | 3,035 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $385,888 | 2,837 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $407,528 | 3,416 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $416,868 | 3,376 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $443,415 | 3,892 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $541,968 | 4,123 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $554,656 | 3,929 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $642,906 | 3,936 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $504,201 | 3,787 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $435,423 | 3,624 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $359,201 | 3,766 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $369,935 | 3,649 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $341,174 | 3,278 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $267,828 | 3,318 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $272,042 | 3,318 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $268,500 | 3,108 | Shares | Sole | 2022-05-16 | |
| 2021-06-30 | $271,191 | 3,160 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||