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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
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 $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

Riverwater Partners's PSX Position: Q1 2026 in Review

Riverwater Partners reduced its Phillips 66 (PSX) stake by 0.22% in Q1 2026, selling an estimated $1.25K and leaving 3,616 shares worth $659K. The position accounts for 0.22% of the portfolio, ranked #114.

Riverwater Partners first reported a position in PSX in Q4 2021 and has held it in 18 quarters since. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Riverwater Partners held 3,616 shares of Phillips 66 worth $659K as of Q1 2026.
  • Riverwater Partners sold 8 Phillips 66 shares in Q1 2026, an estimated $1.25K.
  • Phillips 66 made up 0.22% of Riverwater Partners's portfolio in Q1 2026, its #114 holding.
  • Riverwater Partners first reported a position in Phillips 66 in Q4 2021 and has held it in 18 quarters since.
  • 2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Riverwater Partners's 13F filing for Q1 2026, filed 8 May 2026.