PSX PHILLIPS 66

Ownership history in ROWLANDMILLER & PARTNERS.ADV  ·  33 quarters on record

AI Ownership Summary

ROWLANDMILLER & PARTNERS.ADV reported PHILLIPS 66 (PSX) in 33 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.47% in 2026 Q1. The latest visible filing shows PSX at 0.47% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PSX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ROWLANDMILLER & PARTNERS.ADV's position in PHILLIPS 66, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PSX was reported at 0.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.47% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ROWLANDMILLER & PARTNERS.ADV held PSX — position size vs. price
% of Fund (quarterly)    PSX price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 12,675 -207 -1.6% 0.47% $2K 2026-05-15 (Est.) $177.33
2025 Q4 ADDED 12,882 +114 +0.9% 0.32% $1.7M 2026-02-12 $154.99
2025 Q3 ADDED 12,768 +70 +0.6% 0.34% $1.7M 2025-10-01 $132.37
2025 Q2 ADDED 12,698 +415 +3.4% 0.31% $1.5M 2025-07-01 $119.93
2025 Q1 ADDED 12,283 +262 +2.2% 0.32% $1.5M 2025-04-15 $92.80
2024 Q4 ADDED 12,021 +1,560 +14.9% 0.29% $1.4M 2025-02-04 $118.17
2024 Q3 ADDED 10,461 +1,300 +14.2% 0.28% $1.4M 2024-10-23 $122.35
2024 Q2 REDUCED 9,161 -1,935 -17.4% 0.28% $1.3M 2024-07-29 $131.95
2024 Q1 ADDED 11,096 +900 +8.8% 0.38% $1.8M 2024-04-08 $157.15
2023 Q4 ADDED 10,196 +350 +3.6% 0.31% $1.4M 2024-01-03 $125.66
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ROWLANDMILLER & PARTNERS.ADV and PSX

These are the practical questions this page is built to answer before you even open the full history table.

How long has ROWLANDMILLER & PARTNERS.ADV reported owning PSX?

ROWLANDMILLER & PARTNERS.ADV reported PSX across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PSX position in ROWLANDMILLER & PARTNERS.ADV's portfolio?

The largest reported portfolio weight for PSX was 0.47% in 2026 Q1.

What is the latest reported PSX position on this page?

The most recent filing on this page is 2026 Q1, when ROWLANDMILLER & PARTNERS.ADV reported 12,675 shares, equal to 0.47% of portfolio, with an estimated market value of $2K.

What does the chart on this PSX ownership page compare?

The chart compares ROWLANDMILLER & PARTNERS.ADV's quarterly PSX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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