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River Wealth Advisors’s Phillips 66 PSX Stock Holding History

River 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
Q1 		$2.17M Sell
11,910
-1,603
-12% -$251K 0.25% 77
2025
Q4 		$1.74M Sell
13,513
-1,457
-10% -$196K 0.2% 85
2025
Q3 		$2.04M Sell
14,970
-883
-6% -$113K 0.24% 79
2025
Q2 		$1.89M Sell
15,853
-3,472
-18% -$389K 0.24% 83
2025
Q1 		$2.39M Sell
19,325
-2,832
-13% -$349K 0.33% 67
2024
Q4 		$2.52M Sell
22,157
-1,791
-7% -$228K 0.33% 70
2024
Q3 		$3.15M Sell
23,948
-1,088
-4% -$147K 0.42% 65
2024
Q2 		$3.53M Sell
25,036
-472
-2% -$69.9K 0.51% 55
2024
Q1 		$4.17M Buy
25,508
+371
+1% +$53.5K 0.61% 49
2023
Q4 		$3.35M Sell
25,137
-968
-4% -$116K 0.53% 52
2023
Q3 		$3.14M Sell
26,105
-1,415
-5% -$159K 0.56% 50
2023
Q2 		$2.62M Sell
27,520
-745
-3% -$72.4K 0.45% 65
2023
Q1 		$2.87M Sell
28,265
-456
-2% -$46.4K 0.52% 58
2022
Q4 		$2.99M Buy
28,721
+1,795
+7% +$184K 0.58% 53
2022
Q3 		$2.17M Buy
26,926
+811
+3% +$69.1K 0.47% 63
2022
Q2 		$2.14M Buy
26,115
+2,096
+9% +$194K 0.39% 74
2022
Q1 		$2.08M Buy
24,019
+342
+1% +$28.8K 0.33% 81
2021
Q4 		$1.72M Buy
23,677
+1,185
+5% +$89.6K 0.27% 86
2021
Q3 		$1.57M Buy
22,492
+230
+1% +$16.6K 0.27% 89
2021
Q2 		$1.91M Buy
22,262
+74
+0.3% +$6.25K 0.33% 79
2021
Q1 		$1.81M Buy
22,188
+292
+1% +$22.9K 0.34% 76
2020
Q4 		$1.53M Buy
21,896
+144
+0.7% +$8.45K 0.33% 77
2020
Q3 		$1.13M Buy
21,752
+1,438
+7% +$87.8K 0.29% 89
2020
Q2 		$1.46M Buy
20,314
+286
+1% +$20.2K 0.44% 69
2020
Q1 		$1.07M Sell
20,028
-1,443
-7% -$117K 0.43% 70
2019
Q4 		$2.39M Buy
21,471
+666
+3% +$74.8K 0.81% 40
2019
Q3 		$2.13M Buy
20,805
+191
+0.9% +$19.1K 0.8% 45
2019
Q2 		$1.93M Buy
20,614
+313
+2% +$28.1K 0.75% 50
2019
Q1 		$1.93M Buy
20,301
+1,905
+10% +$181K 0.81% 46
2018
Q4 		$1.58M Buy
18,396
+1,439
+8% +$141K 0.7% 48
2018
Q3 		$1.91M Sell
16,957
-9
-0.1% -$1.04K 0.7% 49
2018
Q2 		$1.91M Sell
16,966
-124
-0.7% -$13.9K 0.74% 45
2018
Q1 		$1.64M Buy
17,090
+156
+0.9% +$15.2K 0.69% 55
2017
Q4 		$1.71M Buy
16,934
+321
+2% +$30.5K 0.71% 53
2017
Q3 		$1.52M Sell
16,613
-733
-4% -$62.1K 0.69% 54
2017
Q2 		$1.43M Sell
17,346
-324
-2% -$25.4K 0.67% 55
2017
Q1 		$1.4M Sell
17,670
-1,461
-8% -$118K 0.68% 55
2016
Q4 		$1.65M Sell
19,131
-575
-3% -$47.8K 0.84% 46
2016
Q3 		$1.59M Sell
19,706
-871
-4% -$67.7K 0.88% 41
2016
Q2 		$1.63M Buy
20,577
+158
+0.8% +$12.9K 0.94% 39
2016
Q1 		$1.77M Buy
20,419
+83
+0.4% +$6.75K 1.06% 32
2015
Q4 		$1.66M Buy
20,336
+384
+2% +$33.1K 1.05% 31
2015
Q3 		$1.53M Buy
19,952
+39
+0.2% +$3.1K 1.05% 31
2015
Q2 		$1.6M Sell
19,913
-258
-1% -$20.5K 1.02% 32
2015
Q1 		$1.58M Buy
+20,171
New +$1.48M 0.98% 36

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

River Wealth Advisors's PSX Position: Q1 2026 in Review

River Wealth Advisors reduced its Phillips 66 (PSX) stake by 12% in Q1 2026, selling an estimated $251K and leaving 11,910 shares worth $2.17M. The position accounts for 0.25% of the portfolio, ranked #77.

River Wealth Advisors first reported a position in PSX in Q1 2015 and has held it in 45 quarters since. The position peaked at $4.17M in Q1 2024. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • River Wealth Advisors held 11,910 shares of Phillips 66 worth $2.17M as of Q1 2026.
  • River Wealth Advisors sold 1,603 Phillips 66 shares in Q1 2026, an estimated $251K.
  • Phillips 66 made up 0.25% of River Wealth Advisors's portfolio in Q1 2026, its #77 holding.
  • River Wealth Advisors first reported a position in Phillips 66 in Q1 2015 and has held it in 45 quarters since.
  • River Wealth Advisors's Phillips 66 position peaked at $4.17M in Q1 2024.
  • 2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.