RTX — RAYTHEON TECHNOLOGIES CORP

Ownership history in Phoenix Wealth Advisors  ·  5 quarters on record

This page tracks every 13F SEC filing in which Phoenix Wealth Advisors reported a position in RAYTHEON TECHNOLOGIES CORP (RTX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.08% (2025 Q3)
Avg. % of fund
0.03%
First filed
2020 Q4
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 1,213 +892 +277.9% 0.08% $203K $166.12
2021 Q3 UNCHANGED 321 — 0% 0.02% $28K $77.79
2021 Q2 ADDED 321 +65 +25.4% 0.02% $28K $76.74
2021 Q1 ADDED 256 +56 +28.0% 0.02% $20K $69.09
2020 Q4 INITIATED 200 — — 0.01% $14K $63.55
% of Fund (quarterly)    RTX price (monthly, adj. close)

Other funds also holding RTX

As of 2025 Q4 — sorted by position size

AdviceOne Advisory Services, LLC 67.04% Rings Capital Management LLC 3Y 7Y 15.04% Framtiden Holdings Management Co LLC 14.92% Gladstone Capital Management LLP 3Y 7Y 12.32% PROSPECTOR PARTNERS LLC 3Y 7Y 9.1% CSU Producer Resources, Inc. 3Y 7Y 8.22% KRAEMATON INVESTMENT ADVISORS, INC 3Y 5.77% J. Stern & Co. LLP 5.32% Capital Wealth Planning, LLC 3Y 7Y 5.14% Founders Capital Management 3Y 7Y 5.12%
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