Riggs Asset Management’s Phillips 66 PSX Stock Holding History

Riggs Asset 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
2025 Q2	–	Sell	-160	Closed	-$19.8K	–	951
2025 Q1	$19.8K	Buy	+160	New	+$19.7K	0.01%	215
2022 Q2	–	Sell	-142	Closed	-$12K	–	326
2022 Q1	$12K	Hold	142	–	–	﹤0.01%	224
2021 Q4	$10K	Hold	142	–	–	﹤0.01%	243
2021 Q3	$10K	Hold	142	–	–	﹤0.01%	226
2021 Q2	$12K	Buy	+142	New	+$12K	﹤0.01%	225
2020 Q4	–	Sell	-251	Closed	-$12K	–	293
2020 Q3	$12K	Buy	+251	New	+$15.3K	0.01%	135
2020 Q2	–	Sell	-60	Closed	-$3K	–	276
2020 Q1	$3K	Hold	60	–	–	﹤0.01%	217
2019 Q4	$7K	Hold	60	–	–	﹤0.01%	219
2019 Q3	$6K	Hold	60	–	–	﹤0.01%	193
2019 Q2	$6K	Hold	60	–	–	﹤0.01%	199
2019 Q1	$5K	Hold	60	–	–	﹤0.01%	196
2018 Q4	$5K	Hold	60	–	–	﹤0.01%	182
2018 Q3	$6K	Hold	60	–	–	﹤0.01%	187
2018 Q2	$7K	Hold	60	–	–	﹤0.01%	191
2018 Q1	$6K	Hold	60	–	–	﹤0.01%	218
2017 Q4	$6K	Buy	+60	New	+$5.7K	﹤0.01%	214
2017 Q1	–	Sell	-230	Closed	-$20K	–	283
2016 Q4	$20K	Hold	230	–	–	0.01%	157
2016 Q3	$19K	Buy	+230	New	+$17.9K	0.01%	159

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Riggs Asset Management's PSX Position: Q2 2025 in Review

Riggs Asset Management sold out of Phillips 66 (PSX) in Q2 2025, closing a stake of 160 shares — an estimated $19.8K sold.

Riggs Asset Management first reported a position in PSX in Q3 2016 and held it in 18 quarters. The position peaked at $20K in Q4 2016. 1,763 funds tracked by Wall St. Rank hold PSX as of Q2 2025.

Riggs Asset Management reported no remaining Phillips 66 position as of Q2 2025 after selling out during the quarter.
Riggs Asset Management sold 160 Phillips 66 shares in Q2 2025, an estimated $19.8K.
Riggs Asset Management first reported a position in Phillips 66 in Q3 2016 and held it in 18 quarters.
Riggs Asset Management's Phillips 66 position peaked at $20K in Q4 2016.
1,763 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2025.

Based on Riggs Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.