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 Q3	$375K	Sell	1,470 -305	-17%	-$69.7K	0.17%	129
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Riverbend Wealth Management's PSX Position: Q3 2026 in Review

Riverbend Wealth Management reduced its Phillips 66 (PSX) stake by 17% in Q3 2026, selling an estimated $69.7K and leaving 1,470 shares worth $375K. The position accounts for 0.17% of the portfolio, ranked #129.

Riverbend Wealth Management first reported a position in PSX in Q4 2024 and has held it in 8 quarters since. The position peaked at $667K in Q1 2026. 1,641 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

Riverbend Wealth Management held 1,470 shares of Phillips 66 worth $375K as of Q3 2026.
Riverbend Wealth Management sold 305 Phillips 66 shares in Q3 2026, an estimated $69.7K.
Phillips 66 made up 0.17% of Riverbend Wealth Management's portfolio in Q3 2026, its #129 holding.
Riverbend Wealth Management first reported a position in Phillips 66 in Q4 2024 and has held it in 8 quarters since.
Riverbend Wealth Management's Phillips 66 position peaked at $667K in Q1 2026.
1,641 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Riverbend Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.