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

B. Riley 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
2022
Q2 		$1.59M Buy
19,395
+1,952
+11% +$181K 0.17% 123
2022
Q1 		$1.51M Buy
17,443
+1
+0% +$84 0.12% 170
2021
Q4 		$1.26M Buy
17,442
+1,017
+6% +$76.9K 0.09% 204
2021
Q3 		$1.15M Buy
16,425
+10,511
+178% +$761K 0.09% 206
2021
Q2 		$508K Sell
5,914
-286
-5% -$24.1K 0.06% 233
2021
Q1 		$506K Sell
6,200
-731
-11% -$57.4K 0.06% 226
2020
Q4 		$485K Hold
6,931
– – 0.06% 206
2020
Q3 		$359K Sell
6,931
-8,601
-55% -$525K 0.04% 275
2020
Q2 		$1.12M Buy
15,532
+4,823
+45% +$341K 0.12% 151
2020
Q1 		$575K Buy
10,709
+8,209
+328% +$668K 0.06% 252
2019
Q4 		$278K Sell
2,500
-136
-5% -$15.3K 0.04% 302
2019
Q3 		$270K Buy
2,636
+14
+0.5% +$1.4K 0.05% 297
2019
Q2 		$245K Buy
2,622
+227
+9% +$20.4K 0.04% 323
2019
Q1 		$228K Sell
2,395
-415
-15% -$39.4K 0.04% 325
2018
Q4 		$242K Buy
2,810
+224
+9% +$21.9K 0.05% 279
2018
Q3 		$291K Buy
+2,586
New +$299K 0.07% 225
2015
Q3 		– Sell
-2,332
Closed -$187K – 608
2015
Q2 		$187K Buy
2,332
+9
+0.4% +$715 0.15% 193
2015
Q1 		$182K Sell
2,323
-243
-9% -$17.8K 0.14% 211
2014
Q4 		$183K Sell
2,566
-66
-3% -$4.87K 0.15% 175
2014
Q3 		$214K Sell
2,632
-520
-16% -$43.3K 0.16% 177
2014
Q2 		$253K Buy
3,152
+84
+3% +$6.92K 0.16% 171
2014
Q1 		$236K Buy
+3,068
New +$234K 0.17% 157

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

B. Riley Wealth Management's PSX Position: Q2 2022 in Review

B. Riley Wealth Management increased its Phillips 66 (PSX) stake by 11% in Q2 2022, buying an estimated $181K and bringing the position to 19,395 shares worth $1.59M. The position accounts for 0.17% of the portfolio, ranked #123.

B. Riley Wealth Management first reported a position in PSX in Q1 2014 and has held it in 22 quarters since. 1,443 funds tracked by Wall St. Rank hold PSX as of Q2 2022.

  • B. Riley Wealth Management held 19,395 shares of Phillips 66 worth $1.59M as of Q2 2022.
  • B. Riley Wealth Management bought 1,952 Phillips 66 shares in Q2 2022, an estimated $181K.
  • Phillips 66 made up 0.17% of B. Riley Wealth Management's portfolio in Q2 2022, its #123 holding.
  • B. Riley Wealth Management first reported a position in Phillips 66 in Q1 2014 and has held it in 22 quarters since.
  • 1,443 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.