Position in PSX
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$344,016
-$26,720 QoQ
Shares Held
2,035
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,389
of 2,093 holders
Holding Since
Dec 2022
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, 2026CABOT WEALTH MANAGEMENT INC holds $344,016 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
|
2,035 | $344,016 |
All Filings in PSX
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $344,016 | 2,035 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $370,736 | 2,035 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $262,596 | 2,035 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $276,800 | 2,035 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $242,775 | 2,035 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $251,281 | 2,035 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $231,847 | 2,035 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $267,500 | 2,035 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $287,280 | 2,035 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $332,396 | 2,035 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $270,939 | 2,035 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $244,505 | 2,035 | Shares | Sole | 2023-10-26 | |
| 2023-03-31 | $206,308 | 2,035 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $211,802 | 2,035 | Shares | Sole | 2023-01-31 | |
| No filing history on record for this holder in this stock. | ||||||