Richwood Investment Advisors’s Phillips 66 PSX Stock Holding History

Richwood Investment 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	$664K	Sell	3,930 -180	-4%	-$31K	0.47%	52
2026 Q1	$749K	Sell	4,110 -200	-5%	-$31.3K	0.58%	43
2025 Q4	$680K	Hold	4,310	–	–	0.49%	48
2025 Q3	$586K	Hold	4,310	–	–	0.46%	51
2025 Q2	$514K	Sell	4,310 -115	-3%	-$12.9K	0.42%	55
2025 Q1	$546K	Hold	4,425	–	–	0.46%	56
2024 Q4	$504K	Sell	4,425 -155	-3%	-$19.7K	0.42%	59
2024 Q3	$602K	Buy	4,580 +85	+2%	+$11.5K	0.5%	50
2024 Q2	$635K	Buy	4,495 +220	+5%	+$32.6K	0.56%	45
2024 Q1	$698K	Sell	4,275 -215	-5%	-$31K	0.62%	40
2023 Q4	$598K	Buy	4,490 +80	+2%	+$9.56K	0.56%	47
2023 Q3	$530K	Hold	4,410	–	–	0.54%	49
2023 Q2	$421K	Buy	+4,410	New	+$429K	0.41%	67
2022 Q1	–	Sell	-250	Closed	-$18K	–	212
2021 Q4	$18K	Buy	+250	New	+$18.9K	0.02%	215

Other funds holding PSX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MSRPS

Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Richwood Investment Advisors's PSX Position: Q2 2026 in Review

Richwood Investment Advisors reduced its Phillips 66 (PSX) stake by 4.4% in Q2 2026, selling an estimated $31K and leaving 3,930 shares worth $664K. The position accounts for 0.47% of the portfolio, ranked #52.

Richwood Investment Advisors first reported a position in PSX in Q4 2021 and has held it in 14 quarters since. The position peaked at $749K in Q1 2026. 904 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Richwood Investment Advisors held 3,930 shares of Phillips 66 worth $664K as of Q2 2026.
Richwood Investment Advisors sold 180 Phillips 66 shares in Q2 2026, an estimated $31K.
Phillips 66 made up 0.47% of Richwood Investment Advisors's portfolio in Q2 2026, its #52 holding.
Richwood Investment Advisors first reported a position in Phillips 66 in Q4 2021 and has held it in 14 quarters since.
Richwood Investment Advisors's Phillips 66 position peaked at $749K in Q1 2026.
904 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Richwood Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.