RW
PSX icon

RVW Wealth’s Phillips 66 PSX Stock Holding History

RVW Wealth’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 		$237K Buy
+928
New +$212K 0.02% 172
2023
Q4 		– Sell
-1,074
Closed -$129K – 312
2023
Q3 		$129K Buy
+1,074
New +$121K 0.02% 159

Other funds holding PSX

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

RVW Wealth's PSX Position: Q3 2026 in Review

RVW Wealth opened a new position in Phillips 66 (PSX) in Q3 2026: 928 shares worth $237K. The stake represents 0.02% of the portfolio and ranks #172 among its holdings. This is a return to the name: RVW Wealth previously reported a position in PSX as recently as Q3 2023.

RVW Wealth first reported a position in PSX in Q3 2023 and has held it in 2 quarters since. 128 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • RVW Wealth held 928 shares of Phillips 66 worth $237K as of Q3 2026.
  • Phillips 66 was a new RVW Wealth position in Q3 2026.
  • Phillips 66 made up 0.02% of RVW Wealth's portfolio in Q3 2026, its #172 holding.
  • RVW Wealth first reported a position in Phillips 66 in Q3 2023 and has held it in 2 quarters since.
  • 128 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.