Position in PSX
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$300,063
-$366,533 QoQ
Shares Held
1,775
-51.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,483
of 2,093 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Riverbend Wealth Management, LLC holds $300,063 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
|
1,775 | $300,063 |
All Filings in PSX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $300,063 | 1,775 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $666,596 | 3,659 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $477,060 | 3,697 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $469,949 | 3,455 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $405,023 | 3,395 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $400,816 | 3,246 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $357,512 | 3,138 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||