Riverbend Wealth Management’s Phillips 66 PSX Stock Holding History

Riverbend 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	$300K	Sell	1,775 -1,884	-51%	-$324K	0.15%	149
2026 Q1	$667K	Sell	3,659 -38	-1%	-$5.96K	0.38%	73
2025 Q4	$477K	Buy	3,697 +242	+7%	+$32.6K	0.3%	89
2025 Q3	$470K	Buy	3,455 +60	+2%	+$7.69K	0.33%	82
2025 Q2	$405K	Buy	3,395 +149	+5%	+$16.7K	0.31%	87
2025 Q1	$401K	Buy	3,246 +108	+3%	+$13.3K	0.36%	79
2024 Q4	$360K	Buy	+3,138	New	+$399K	0.32%	82

Other funds holding PSX

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 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

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

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

Riverbend Wealth Management reduced its Phillips 66 (PSX) stake by 51% in Q2 2026, selling an estimated $324K and leaving 1,775 shares worth $300K. The position accounts for 0.15% of the portfolio, ranked #149.

Riverbend Wealth Management first reported a position in PSX in Q4 2024 and has held it in 7 quarters since. The position peaked at $667K in Q1 2026. 989 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Riverbend Wealth Management held 1,775 shares of Phillips 66 worth $300K as of Q2 2026.
Riverbend Wealth Management sold 1,884 Phillips 66 shares in Q2 2026, an estimated $324K.
Phillips 66 made up 0.15% of Riverbend Wealth Management's portfolio in Q2 2026, its #149 holding.
Riverbend Wealth Management first reported a position in Phillips 66 in Q4 2024 and has held it in 7 quarters since.
Riverbend Wealth Management's Phillips 66 position peaked at $667K in Q1 2026.
989 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.