Position in PSX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$741,791
-$53,242 QoQ
Shares Held
4,388
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#993
of 2,093 holders
Holding Since
Dec 2024
7 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, 2026GWN SECURITIES INC. holds $1,404,708 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (52.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
4,388 | $741,791 | |
| 2 | SUN |
Sunoco LP
|
9,821 | $662,917 |
All Filings in PSX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $741,791 | 4,388 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $795,033 | 4,364 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $582,228 | 4,512 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $541,359 | 3,980 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $742,523 | 6,224 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $332,408 | 2,692 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $762,305 | 6,691 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||