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RiverFront Investment Group’s Phillips 66 PSX Stock Holding History

RiverFront Investment Group’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 		$1.42M Buy
8,395
+3,616
+76% +$622K 0.02% 206
2026
Q1 		$871K Buy
4,779
+2,689
+129% +$421K 0.01% 211
2025
Q4 		$270K Buy
2,090
+269
+15% +$36.2K ﹤0.01% 308
2025
Q3 		$248K Buy
1,821
+100
+6% +$12.8K ﹤0.01% 286
2025
Q2 		$205K Buy
+1,721
New +$193K ﹤0.01% 300

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RiverFront Investment Group's PSX Position: Q2 2026 in Review

RiverFront Investment Group increased its Phillips 66 (PSX) stake by 76% in Q2 2026, buying an estimated $622K and bringing the position to 8,395 shares worth $1.42M. The position accounts for 0.02% of the portfolio, ranked #206.

RiverFront Investment Group first reported a position in PSX in Q2 2025 and has held it in 5 quarters since. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • RiverFront Investment Group held 8,395 shares of Phillips 66 worth $1.42M as of Q2 2026.
  • RiverFront Investment Group bought 3,616 Phillips 66 shares in Q2 2026, an estimated $622K.
  • Phillips 66 made up 0.02% of RiverFront Investment Group's portfolio in Q2 2026, its #206 holding.
  • RiverFront Investment Group first reported a position in Phillips 66 in Q2 2025 and has held it in 5 quarters since.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

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