Position in PSX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,982,449
-$187,314 QoQ
Shares Held
11,727
-1.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#656
of 2,093 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026River Wealth Advisors LLC holds $2,422,201 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (81.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
11,727 | $1,982,449 | |
| 2 | MPC |
Marathon Petroleum Corp
|
1,720 | $439,752 |
All Filings in PSX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,982,449 | 11,727 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,169,763 | 11,910 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,743,717 | 13,513 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,036,219 | 14,970 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,891,262 | 15,853 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,386,251 | 19,325 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,524,347 | 22,157 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,147,964 | 23,948 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,534,332 | 25,036 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,166,476 | 25,508 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,346,740 | 25,137 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,136,515 | 26,105 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,624,857 | 27,520 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,865,505 | 28,265 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,989,281 | 28,721 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,173,466 | 26,926 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,141,168 | 26,115 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,075,001 | 24,019 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,715,635 | 23,677 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,575,114 | 22,492 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,910,524 | 22,262 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,809,209 | 22,188 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,531,406 | 21,896 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,127,623 | 21,752 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,460,576 | 20,314 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,074,502 | 20,028 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||