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Riverwater Partners’s Phillips 66 PSX Stock Holding History

Riverwater Partners’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 		$592K Sell
3,500
-116
-3% -$20K 0.18% 125
2026
Q1 		$659K Sell
3,616
-8
-0.2% -$1.25K 0.22% 114
2025
Q4 		$468K Sell
3,624
-55
-1% -$7.4K 0.18% 127
2025
Q3 		$500K Sell
3,679
-118
-3% -$15.1K 0.21% 124
2025
Q2 		$453K Sell
3,797
-34
-0.9% -$3.81K 0.21% 121
2025
Q1 		$473K Buy
3,831
+92
+2% +$11.3K 0.24% 107
2024
Q4 		$426K Sell
3,739
-125
-3% -$15.9K 0.21% 115
2024
Q3 		$520K Sell
3,864
-67
-2% -$9.05K 0.26% 104
2024
Q2 		$555K Sell
3,931
-35
-0.9% -$5.18K 0.41% 70
2024
Q1 		$648K Sell
3,966
-43
-1% -$6.2K 0.48% 57
2023
Q4 		$534K Sell
4,009
-290
-7% -$34.7K 0.42% 68
2023
Q3 		$517K Sell
4,299
-67
-2% -$7.52K 0.47% 61
2023
Q2 		$416K Buy
4,366
+32
+0.7% +$3.11K 0.37% 80
2023
Q1 		$439K Sell
4,334
-250
-5% -$25.4K 0.4% 78
2022
Q4 		$477K Sell
4,584
-26
-0.6% -$2.66K 0.41% 77
2022
Q3 		$372K Sell
4,610
-30
-0.6% -$2.56K 0.37% 87
2022
Q2 		$380K Sell
4,640
-27
-0.6% -$2.5K 0.38% 85
2022
Q1 		$403K Buy
4,667
+118
+3% +$9.93K 0.66% 68
2021
Q4 		$330K Buy
+4,549
New +$344K 0.29% 130

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

Riverwater Partners's PSX Position: Q2 2026 in Review

Riverwater Partners reduced its Phillips 66 (PSX) stake by 3.2% in Q2 2026, selling an estimated $20K and leaving 3,500 shares worth $592K. The position accounts for 0.18% of the portfolio, ranked #125.

Riverwater Partners first reported a position in PSX in Q4 2021 and has held it in 19 quarters since. The position peaked at $659K in Q1 2026. 2,104 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Riverwater Partners held 3,500 shares of Phillips 66 worth $592K as of Q2 2026.
  • Riverwater Partners sold 116 Phillips 66 shares in Q2 2026, an estimated $20K.
  • Phillips 66 made up 0.18% of Riverwater Partners's portfolio in Q2 2026, its #125 holding.
  • Riverwater Partners first reported a position in Phillips 66 in Q4 2021 and has held it in 19 quarters since.
  • Riverwater Partners's Phillips 66 position peaked at $659K in Q1 2026.
  • 2,104 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Riverwater Partners's 13F filing for Q2 2026, filed 14 Aug 2026.