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Riverview Capital Advisers’s Phillips 66 PSX Stock Holding History

Riverview Capital Advisers’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
Q1 		– Sell
-21,282
Closed -$2.75M – 92
2025
Q4 		$2.75M Sell
21,282
-191
-0.9% -$25.7K 0.83% 34
2025
Q3 		$2.92M Buy
21,473
+225
+1% +$28.8K 0.84% 36
2025
Q2 		$2.53M Sell
21,248
-6,282
-23% -$704K 0.73% 43
2025
Q1 		$3.4M Sell
27,530
-345
-1% -$42.5K 1.07% 34
2024
Q4 		$3.18M Sell
27,875
-100
-0.4% -$12.7K 0.96% 32
2024
Q3 		$3.68M Buy
27,975
+100
+0.4% +$13.5K 1.13% 30
2024
Q2 		$3.94M Sell
27,875
-955
-3% -$141K 1.33% 26
2024
Q1 		$4.71M Sell
28,830
-41
-0.1% -$5.91K 1.62% 18
2023
Q4 		$3.84M Sell
28,871
-65
-0.2% -$7.77K 1.48% 23
2023
Q3 		$3.48M Hold
28,936
– – 1.54% 18
2023
Q2 		$2.76M Sell
28,936
-370
-1% -$36K 1.21% 23
2023
Q1 		$2.97M Sell
29,306
-228
-0.8% -$23.2K 1.28% 24
2022
Q4 		$3.07M Hold
29,534
– – 1.65% 18
2022
Q3 		$2.38M Hold
29,534
– – 1.5% 22
2022
Q2 		$2.42M Sell
29,534
-3,420
-10% -$316K 1.34% 22
2022
Q1 		$2.85M Hold
32,954
– – 1.31% 28
2021
Q4 		$2.39M Buy
+32,954
New +$2.49M 1.06% 30

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Riverview Capital Advisers's PSX Position: Q1 2026 in Review

Riverview Capital Advisers sold out of Phillips 66 (PSX) in Q1 2026, closing a stake of 21,282 shares — an estimated $2.75M sold.

Riverview Capital Advisers first reported a position in PSX in Q4 2021 and held it in 17 quarters. The position peaked at $4.71M in Q1 2024. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Riverview Capital Advisers reported no remaining Phillips 66 position as of Q1 2026 after selling out during the quarter.
  • Riverview Capital Advisers sold 21,282 Phillips 66 shares in Q1 2026, an estimated $2.75M.
  • Riverview Capital Advisers first reported a position in Phillips 66 in Q4 2021 and held it in 17 quarters.
  • Riverview Capital Advisers's Phillips 66 position peaked at $4.71M in Q1 2024.
  • 2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Riverview Capital Advisers's 13F filing for Q1 2026, filed 14 May 2026.