PINKERTON WEALTH, LLC

Position in PSX — Phillips 66

CIK 1536446 COEUR D ALENE, ID

Position in PSX

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$7,046,173

-$749,491 QoQ

Shares Held

41,681

-2.6% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

1.91%

of 13F equity value

Holder Rank

#360

of 2,091 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

PINKERTON WEALTH, LLC holds $7,046,173 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	41,681	$7,046,173

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,046,173	41,681	-2.6%	Shares	Sole	2026-07-30
2026-03-31	$7,795,664	42,791	-1.1%	Shares	Sole	2026-04-09
2025-12-31	$5,585,883	43,288	-0.2%	Shares	Sole	2026-02-06
2025-09-30	$5,900,547	43,380	+8.5%	Shares	Sole	2025-11-13
2025-06-30	$4,769,614	39,980	+8.2%	Shares	Sole	2025-08-13
2025-03-31	$4,561,721	36,943	+5.7%	Shares	Sole	2025-05-02
2024-12-31	$3,982,537	34,956	+8.0%	Shares	Sole	2025-02-18
2024-09-30	$4,253,064	32,355	+3.1%	Shares	Sole	2024-11-12
2024-06-30	$4,432,314	31,397	+5.2%	Shares	Sole	2024-08-08
2024-03-31	$4,873,412	29,836	+12.5%	Shares	Sole	2024-05-10
2023-12-31	$3,530,606	26,518	-8.8%	Shares	Sole	2024-01-25
2023-09-30	$3,491,799	29,062	-1.9%	Shares	Sole	2023-11-13
2023-06-30	$2,826,967	29,639	+2.6%	Shares	Sole	2023-08-07
2023-03-31	$2,929,882	28,900	+3.1%	Shares	Sole	2023-05-11
2022-12-31	$2,916,217	28,019	+4.5%	Shares	Sole	2023-02-13
2022-09-30	$2,164,991	26,821	-5.7%	Shares	Sole	2022-11-14
2022-06-30	$2,332,779	28,452	-14.8%	Shares	Sole	2022-08-09
2022-03-31	$2,886,203	33,409	+11.4%	Shares	Sole	2022-05-04
2021-12-31	$2,173,075	29,990	+5.2%	Shares	Sole	2022-01-24
2021-09-30	$1,996,275	28,506	+7.0%	Shares	Sole	2021-11-12
2021-06-30	$2,287,017	26,649	+2.3%	Shares	Sole	2021-08-10
2021-03-31	$2,123,464	26,042	+4.3%	Shares	Sole	2021-05-17
2020-12-31	$1,746,891	24,977	-3.5%	Shares	Sole	2021-02-16
2020-09-30	$1,341,360	25,875	-1.6%	Shares	Sole	2020-11-06
2020-06-30	$1,891,473	26,307	+21.1%	Shares	Sole	2020-08-13
2020-03-31	$1,165,278	21,720	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.