Royal Fund Management, LLC PSX — PHILLIPS 66 COM

Ownership history in Royal Fund Management, LLC  ·  28 quarters on record

AI Ownership Summary

Royal Fund Management, LLC reported PHILLIPS 66 COM (PSX) in 28 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.86% in 2024 Q1. The latest visible filing shows PSX at 0.80% 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 Royal Fund Management, LLC's position in PHILLIPS 66 COM, 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 0.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.86% in 2024 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.

PSX stock page Royal Fund Management, LLC fund profile Royal Fund Management, LLC full holdings
How Royal Fund Management, LLC held PSX — position size vs. price
% of Fund (quarterly)    PSX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 14 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 46,312 -7,589 -14.1% 0.80% $8.4M 2026-05-19 $182.38
2025 Q4 ADDED — — — 53,901 +9,214 +20.6% 0.63% $7.0M 2026-01-15 $137.87
2025 Q3 REDUCED 9.8% -4.7% ✅ 44,687 -4,830 -9.8% 0.72% $6.1M 2025-10-29 $134.74
2025 Q2 ADDED — — — 49,517 +48,717 +6089.6% 0.59% $5.9M 2025-08-13 $118.52
2025 Q2 REDUCED 27.3% +16.4% ❌ 800 -300 -27.3% 0.01% $95K 2025-08-13 $118.52
2025 Q1 REDUCED 97.7% -2.5% ✅ 1,100 -45,886 -97.7% 0.01% $133K 2025-05-14 $119.42
2025 Q1 REDUCED 6.7% -2.5% ✅ 46,986 -3,395 -6.7% 0.65% $5.9M 2025-05-14 $119.42
2024 Q4 ADDED — — — 50,381 +49,181 +4098.4% 0.54% $5.8M 2025-01-16 $113.54
2024 Q3 REDUCED 98.9% -14.1% ✅ 1,200 -106,320 -98.9% 0.01% $158K 2024-10-08 $124.49
2024 Q3 ADDED — — — 107,520 +61,956 +136.0% 0.85% $14.2M 2024-10-08 $124.49
2024 Q2 REDUCED 15.4% -6.1% ✅ 45,564 -8,285 -15.4% 0.53% $6.5M 2024-07-18 $128.47
2024 Q1 REDUCED — — — 53,849 -2,122 -3.8% 0.86% $8.8M 2024-04-11 $153.11
2023 Q4 ADDED — — — 55,971 +55,771 +27885.5% 0.83% $7.5M 2024-02-06 $134.09
2023 Q4 REDUCED 99.6% +23.6% ❌ 200 -54,967 -99.6% 0.00% $27K 2024-02-06 $134.09
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PSX

As of 2026 Q1 — sorted by position size

Elliott Investment Management L.P. 3Y 17.44% Advisory Resource Group 3Y 7Y 6.52% OAKLAND FINANCIAL CORP 5.75% F&V Capital Management, LLC 3Y 7Y 5.34% TRAN CAPITAL MANAGEMENT, L.P. 3Y 7Y 4.75% LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 3Y 7Y 4.6% Recurrent Investment Advisors LLC 3Y 4.54% Eldred Rock Partners, LLC 4.26% MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV 3.87% TORRAY INVESTMENT PARTNERS LLC 3Y 7Y 3.77%

FAQ About Royal Fund Management, LLC and PSX

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

How long has Royal Fund Management, LLC reported owning PSX?

Royal Fund Management, LLC reported PSX across 14 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PSX position in Royal Fund Management, LLC's portfolio?

The largest reported portfolio weight for PSX was 0.86% in 2024 Q1.

What is the latest reported PSX position on this page?

The most recent filing on this page is 2026 Q1, when Royal Fund Management, LLC reported 46,312 shares, equal to 0.80% of portfolio, with an estimated market value of $8.4M.

What does the chart on this PSX ownership page compare?

The chart compares Royal Fund Management, LLC'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.

How well did Royal Fund Management, LLC time their PSX position?

Based on 13F filing dates vs. subsequent PSX price moves, Royal Fund Management, LLC correctly timed 19 out of 27 reported position changes (70%). The annualised alpha on PSX relative to SPY over the holding period was +11.2%.

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