Position in PSX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$220,441
-$18,579 QoQ
Shares Held
1,304
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,666
of 2,096 holders
Holding Since
Dec 2024
3 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, 2026BSW Wealth Partners holds $220,441 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
|
1,304 | $220,441 |
All Filings in PSX
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,441 | 1,304 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $239,020 | 1,312 | Shares | Sole | 2026-04-14 | |
| 2024-12-31 | $204,960 | 1,799 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||