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B. Riley Wealth Advisors’s Phillips 66 PSX Stock Holding History

B. Riley Wealth Advisors’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 		$1.16M Sell
6,649
-212
-3% -$36.5K 0.06% 283
2026
Q1 		$1.27M Sell
6,861
-1,630
-19% -$255K 0.08% 241
2025
Q4 		$1.1M Sell
8,491
-347
-4% -$46.7K 0.05% 332
2025
Q3 		$1.2M Sell
8,838
-1,636
-16% -$210K 0.06% 302
2025
Q2 		$1.25M Buy
+10,474
New +$1.17M 0.06% 301
2024
Q4 		$2.05M Sell
17,968
-2,337
-12% -$297K 0.07% 276
2024
Q3 		$2.71M Sell
20,305
-7,983
-28% -$1.08M 0.08% 254
2024
Q2 		$3.99M Sell
28,288
-9,887
-26% -$1.46M 0.1% 195
2024
Q1 		$4.59M Buy
38,175
+5,089
+15% +$733K 0.12% 169
2023
Q4 		$4.41M Sell
33,086
-5,089
-13% -$608K 0.12% 187
2023
Q3 		$4.59M Buy
38,175
+1,552
+4% +$174K 0.12% 169
2023
Q2 		$3.49M Buy
36,623
+2,872
+9% +$279K 0.08% 241
2023
Q1 		$3.42M Sell
33,751
-671
-2% -$68.2K 0.09% 220
2022
Q4 		$3.58M Buy
34,422
+2,663
+8% +$272K 0.1% 216
2022
Q3 		$2.56M Buy
31,759
+18,358
+137% +$1.56M 0.08% 254
2022
Q2 		$1.1M Buy
13,401
+259
+2% +$24K 0.05% 391
2022
Q1 		$1.14M Buy
13,142
+1,122
+9% +$94.4K 0.04% 447
2021
Q4 		$872K Buy
12,020
+907
+8% +$68.6K 0.03% 579
2021
Q3 		$779K Buy
11,113
+463
+4% +$33.5K 0.02% 604
2021
Q2 		$915K Sell
10,650
-4,035
-27% -$341K 0.03% 540
2021
Q1 		$1.2M Buy
14,685
+5,522
+60% +$433K 0.04% 433
2020
Q4 		$642K Sell
9,163
-8,177
-47% -$480K 0.03% 457
2020
Q3 		$983K Sell
17,340
-528
-3% -$32.2K 0.05% 310
2020
Q2 		$1.29M Sell
17,868
-2,690
-13% -$190K 0.09% 233
2020
Q1 		$1.1M Buy
20,558
+738
+4% +$60.1K 0.09% 217
2019
Q4 		$2.21M Buy
19,820
+1,524
+8% +$171K 0.19% 122
2019
Q3 		$1.88M Buy
18,296
+3,730
+26% +$374K 0.18% 125
2019
Q2 		$1.36M Buy
14,566
+2,939
+25% +$264K 0.15% 144
2019
Q1 		$1.11M Buy
11,627
+1,233
+12% +$117K 0.14% 167
2018
Q4 		$896K Sell
10,394
-1,084
-9% -$106K 0.13% 174
2018
Q3 		$1.29M Sell
11,478
-304
-3% -$35.1K 0.15% 148
2018
Q2 		$1.32M Buy
11,782
+1,677
+17% +$189K 0.17% 141
2018
Q1 		$970K Sell
10,105
-6,163
-38% -$600K 0.14% 175
2017
Q4 		$1.65M Sell
16,268
-571
-3% -$54.3K 0.22% 121
2017
Q3 		$1.54M Sell
16,839
-2,370
-12% -$201K 0.26% 104
2017
Q2 		$1.59M Sell
19,209
-2,573
-12% -$202K 0.29% 99
2017
Q1 		$1.73M Sell
21,782
-1,712
-7% -$138K 0.34% 73
2016
Q4 		$2.03M Sell
23,494
-4,026
-15% -$335K 0.41% 58
2016
Q3 		$1.85M Sell
27,520
-1,140
-4% -$88.6K 0.36% 62
2016
Q2 		$1.91M Buy
28,660
+329
+1% +$26.9K 0.38% 58
2016
Q1 		$2.06M Buy
28,331
+6,815
+32% +$554K 0.48% 49
2015
Q4 		$1.76M Buy
21,516
+1,171
+6% +$101K 0.36% 70
2015
Q3 		$1.56M Sell
20,345
-1,742
-8% -$138K 0.38% 59
2015
Q2 		$1.78M Buy
22,087
+1,697
+8% +$135K 0.44% 47
2015
Q1 		$1.6M Buy
20,390
+4,803
+31% +$353K 0.39% 58
2014
Q4 		$6.75K Buy
15,587
+5,878
+61% +$434K 0.14% 166
2014
Q3 		$789K Sell
9,709
-12,887
-57% -$1.07M 0.21% 132
2014
Q2 		$989K Buy
22,596
+12,391
+121% +$1.02M 0.23% 90
2014
Q1 		$786K Buy
10,205
+3,293
+48% +$251K 0.24% 105
2013
Q4 		$533K Sell
6,912
-4,500
-39% -$300K 0.17% 144
2013
Q3 		$660K Buy
11,412
+1,515
+15% +$87.8K 0.23% 108
2013
Q2 		$583K Buy
+9,897
New +$622K 0.2% 127

Other funds holding PSX

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
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

B. Riley Wealth Advisors's PSX Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Phillips 66 (PSX) stake by 3.1% in Q2 2026, selling an estimated $36.5K and leaving 6,649 shares worth $1.16M. The position accounts for 0.06% of the portfolio, ranked #283.

B. Riley Wealth Advisors first reported a position in PSX in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.59M in Q1 2024. 717 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • B. Riley Wealth Advisors held 6,649 shares of Phillips 66 worth $1.16M as of Q2 2026.
  • B. Riley Wealth Advisors sold 212 Phillips 66 shares in Q2 2026, an estimated $36.5K.
  • Phillips 66 made up 0.06% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #283 holding.
  • B. Riley Wealth Advisors first reported a position in Phillips 66 in Q2 2013 and has held it in 52 quarters since.
  • B. Riley Wealth Advisors's Phillips 66 position peaked at $4.59M in Q1 2024.
  • 717 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.