Position in PSX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$664,366
-$84,393 QoQ
Shares Held
3,930
-4.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#1,046
of 2,093 holders
Holding Since
Dec 2021
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Richwood Investment Advisors, LLC holds $664,366 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
|
3,930 | $664,366 |
All Filings in PSX
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $664,366 | 3,930 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $748,759 | 4,110 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $556,162 | 4,310 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $586,246 | 4,310 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $514,183 | 4,310 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $546,399 | 4,425 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $504,140 | 4,425 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $602,041 | 4,580 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $634,559 | 4,495 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $698,278 | 4,275 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $597,798 | 4,490 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $529,861 | 4,410 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $420,625 | 4,410 | Shares | Sole | 2023-07-21 | |
| 2021-12-31 | $18,115 | 250 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||