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Rialto Wealth Management’s Phillips 66 PSX Stock Holding History

Rialto 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
2026
Q2 		$135K Buy
800
+28
+4% +$4.82K 0.03% 206
2026
Q1 		$141K Buy
772
+12
+2% +$1.88K 0.03% 181
2025
Q4 		$98.1K Buy
760
+3
+0.4% +$404 0.02% 211
2025
Q3 		$103K Hold
757
– – 0.03% 200
2025
Q2 		$90.3K Buy
757
+4
+0.5% +$448 0.03% 213
2025
Q1 		$93K Buy
753
+9
+1% +$1.11K 0.03% 196
2024
Q4 		$84.8K Buy
+744
New +$94.6K 0.03% 212

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Rialto Wealth Management's PSX Position: Q2 2026 in Review

Rialto Wealth Management increased its Phillips 66 (PSX) stake by 3.6% in Q2 2026, buying an estimated $4.82K and bringing the position to 800 shares worth $135K. The position accounts for 0.03% of the portfolio, ranked #206.

Rialto Wealth Management first reported a position in PSX in Q4 2024 and has held it in 7 quarters since. The position peaked at $141K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Rialto Wealth Management held 800 shares of Phillips 66 worth $135K as of Q2 2026.
  • Rialto Wealth Management bought 28 Phillips 66 shares in Q2 2026, an estimated $4.82K.
  • Phillips 66 made up 0.03% of Rialto Wealth Management's portfolio in Q2 2026, its #206 holding.
  • Rialto Wealth Management first reported a position in Phillips 66 in Q4 2024 and has held it in 7 quarters since.
  • Rialto Wealth Management's Phillips 66 position peaked at $141K in Q1 2026.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.