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Riverview Trust Company’s Phillips 66 PSX Stock Holding History

Riverview Trust Company’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 		$128K Sell
703
-58
-8% -$9.09K 0.16% 76
2025
Q4 		$98.2K Hold
761
– – 0.12% 91
2025
Q3 		$104K Hold
761
– – 0.13% 92
2025
Q2 		$90.8K Sell
761
-358
-32% -$40.1K 0.11% 98
2025
Q1 		$138K Hold
1,119
– – 0.14% 127
2024
Q4 		$127K Sell
1,119
-7
-0.6% -$890 0.12% 131
2024
Q3 		$148K Buy
1,126
+7
+0.6% +$945 0.13% 119
2024
Q2 		$158K Hold
1,119
– – 0.15% 105
2024
Q1 		$183K Buy
+1,119
New +$161K 0.14% 103
2023
Q4 		– Sell
-1,119
Closed -$134K – 501
2023
Q3 		$134K Hold
1,119
– – 0.12% 120
2023
Q2 		$107K Buy
1,119
+529
+90% +$51.4K 0.1% 133
2023
Q1 		$59.8K Hold
590
– – 0.06% 187
2022
Q4 		$61K Hold
590
– – 0.06% 189
2022
Q3 		$48K Hold
590
– – 0.05% 212
2022
Q2 		$48K Hold
590
– – 0.04% 217
2022
Q1 		$51K Buy
590
+358
+154% +$30.1K 0.04% 221
2021
Q4 		$17 Hold
232
– – 0.01% 214
2021
Q3 		$16K Hold
232
– – 0.02% 215
2021
Q2 		$20K Hold
232
– – 0.02% 201
2021
Q1 		$19K Hold
232
– – 0.02% 199
2020
Q4 		$16K Hold
232
– – 0.02% 201
2020
Q3 		$12K Hold
232
– – 0.01% 218
2020
Q2 		$17K Hold
232
– – 0.02% 213
2020
Q1 		$12K Hold
232
– – 0.01% 228
2019
Q4 		$26K Hold
232
– – 0.02% 214
2019
Q3 		$24K Hold
232
– – 0.02% 215
2019
Q2 		$22K Hold
232
– – 0.02% 219
2019
Q1 		$22K Hold
232
– – 0.02% 224
2018
Q4 		$20K Buy
+232
New +$22.7K 0.02% 216

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 Trust Company's PSX Position: Q1 2026 in Review

Riverview Trust Company reduced its Phillips 66 (PSX) stake by 7.6% in Q1 2026, selling an estimated $9.09K and leaving 703 shares worth $128K. The position accounts for 0.16% of the portfolio, ranked #76.

Riverview Trust Company first reported a position in PSX in Q4 2018 and has held it in 29 quarters since. The position peaked at $183K in Q1 2024. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Riverview Trust Company held 703 shares of Phillips 66 worth $128K as of Q1 2026.
  • Riverview Trust Company sold 58 Phillips 66 shares in Q1 2026, an estimated $9.09K.
  • Phillips 66 made up 0.16% of Riverview Trust Company's portfolio in Q1 2026, its #76 holding.
  • Riverview Trust Company first reported a position in Phillips 66 in Q4 2018 and has held it in 29 quarters since.
  • Riverview Trust Company's Phillips 66 position peaked at $183K in Q1 2024.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Riverview Trust Company's 13F filing for Q1 2026, filed 1 May 2026.