Riverwater Partners LLC

Position in PSX — Phillips 66

CIK 1882572 Milwaukee, WI

Position in PSX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$591,675

-$67,087 QoQ

Shares Held

3,500

-3.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#1,103

of 2,093 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Riverwater Partners LLC holds $591,675 across 1 Oil & Gas Refining & Marketing name. PSX ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PSX	Phillips 66 This page	3,500	$591,675

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$591,675	3,500	-3.2%	Shares	Sole	2026-08-14
2026-03-31	$658,762	3,616	-0.2%	Shares	Sole	2026-05-08
2025-12-31	$467,640	3,624	-1.5%	Shares	Sole	2026-02-12
2025-09-30	$500,417	3,679	-3.1%	Shares	Sole	2025-10-31
2025-06-30	$452,982	3,797	-0.9%	Shares	Sole	2025-08-01
2025-03-31	$473,051	3,831	+2.5%	Shares	Sole	2025-04-21
2024-12-31	$425,984	3,739	-3.2%	Shares	Sole	2025-02-13
2024-09-30	$507,922	3,864	-1.7%	Shares	Sole	2024-10-22
2024-06-30	$554,939	3,931	-0.9%	Shares	Sole	2024-07-19
2024-03-31	$647,806	3,966	-1.1%	Shares	Sole	2024-04-19
2023-12-31	$533,758	4,009	-6.7%	Shares	Sole	2024-01-05
2023-09-30	$516,524	4,299	-1.5%	Shares	Sole	2023-10-18
2023-06-30	$416,429	4,366	+0.7%	Shares	Sole	2023-07-18
2023-03-31	$439,380	4,334	-5.5%	Shares	Sole	2023-04-12
2022-12-31	$477,102	4,584	-0.6%	Shares	Sole	2023-01-12
2022-09-30	$372,119	4,610	-0.6%	Shares	Sole	2022-11-08
2022-06-30	$380,433	4,640	-0.6%	Shares	Sole	2022-08-05
2022-03-31	$403,182	4,667	+2.6%	Shares	Sole	2022-05-02
2021-12-31	$329,620	4,549	—	Shares	Sole	2022-01-31
No filing history on record for this holder in this stock.