WBH ADVISORY INC

Position in PSX — Phillips 66

CIK 1259671 BALTIMORE, MD

Position in PSX

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$316,630

-$42,811 QoQ

Shares Held

1,873

-5.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,443

of 2,093 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

WBH ADVISORY INC holds $316,630 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	1,873	$316,630

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$316,630	1,873	-5.1%	Shares	Sole	2026-08-05
2026-03-31	$359,441	1,973	+11.3%	Shares	Sole	2026-04-27
2025-12-31	$228,787	1,773	-2.0%	Shares	Sole	2026-01-26
2025-09-30	$246,196	1,810	-40.9%	Shares	Sole	2025-10-30
2023-12-31	$407,940	3,064	+2.1%	Shares	Sole	2024-01-09
2023-09-30	$360,570	3,001	+0.0%	Shares	Sole	2023-10-10
2023-06-30	$286,140	3,000	-3.2%	Shares	Sole	2023-07-12
2023-03-31	$314,278	3,100	-6.0%	Shares	Sole	2023-04-20
2022-09-30	$266,214	3,298	0.0%	Shares	Sole	2022-10-18
2022-06-30	$270,403	3,298	-2.9%	Shares	Sole	2022-07-12
2022-03-31	$293,466	3,397	-16.1%	Shares	Sole	2022-04-29
2021-12-31	$293,463	4,050	+5.3%	Shares	Sole	2022-01-28
2021-09-30	$269,265	3,845	0.0%	Shares	Sole	2021-10-25
2021-06-30	$329,977	3,845	-13.5%	Shares	Sole	2021-07-27
2021-03-31	$362,363	4,444	+8.3%	Shares	Sole	2021-04-19
2020-12-31	$286,893	4,102	-16.1%	Shares	Sole	2021-01-21
2020-09-30	$253,549	4,891	-0.7%	Shares	Sole	2020-10-27
2020-06-30	$354,107	4,925	-1.0%	Shares	Sole	2020-08-05
2020-03-31	$266,855	4,974	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.