RA
PSX icon

Riversedge Advisors’s Phillips 66 PSX Stock Holding History

Riversedge 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
Q2 		$596K Buy
3,526
+1,311
+59% +$226K 0.08% 100
2026
Q1 		$404K Sell
2,215
-60
-3% -$9.4K 0.07% 108
2025
Q4 		$294K Buy
2,275
+722
+46% +$97.2K 0.05% 149
2025
Q3 		$211K Buy
+1,553
New +$199K 0.04% 187

Other funds holding PSX

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Riversedge Advisors's PSX Position: Q2 2026 in Review

Riversedge Advisors increased its Phillips 66 (PSX) stake by 59% in Q2 2026, buying an estimated $226K and bringing the position to 3,526 shares worth $596K. The position accounts for 0.08% of the portfolio, ranked #100.

Riversedge Advisors first reported a position in PSX in Q3 2025 and has held it in 4 quarters since. 855 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Riversedge Advisors held 3,526 shares of Phillips 66 worth $596K as of Q2 2026.
  • Riversedge Advisors bought 1,311 Phillips 66 shares in Q2 2026, an estimated $226K.
  • Phillips 66 made up 0.08% of Riversedge Advisors's portfolio in Q2 2026, its #100 holding.
  • Riversedge Advisors first reported a position in Phillips 66 in Q3 2025 and has held it in 4 quarters since.
  • 855 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Riversedge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.