Riversedge Advisors
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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
Q3 		$1.07M Buy
4,183
+657
+19% +$150K 0.13% 72
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Riversedge Advisors's PSX Position: Q3 2026 in Review

Riversedge Advisors increased its Phillips 66 (PSX) stake by 19% in Q3 2026, buying an estimated $150K and bringing the position to 4,183 shares worth $1.07M. The position accounts for 0.13% of the portfolio, ranked #72.

Riversedge Advisors first reported a position in PSX in Q3 2025 and has held it in 5 quarters since. 1,533 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Riversedge Advisors held 4,183 shares of Phillips 66 worth $1.07M as of Q3 2026.
  • Riversedge Advisors bought 657 Phillips 66 shares in Q3 2026, an estimated $150K.
  • Phillips 66 made up 0.13% of Riversedge Advisors's portfolio in Q3 2026, its #72 holding.
  • Riversedge Advisors first reported a position in Phillips 66 in Q3 2025 and has held it in 5 quarters since.
  • 1,533 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.