Position in PSX
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$253,575
-$19,695 QoQ
Shares Held
1,500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,581
of 2,096 holders
Holding Since
Mar 2020
12 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, 2026Edge Wealth Management LLC holds $253,575 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
|
1,500 | $253,575 |
All Filings in PSX
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $253,575 | 1,500 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $273,270 | 1,500 | Shares | Sole | 2026-04-21 | |
| 2025-09-30 | $204,030 | 1,500 | Shares | Sole | 2025-10-14 | |
| 2024-06-30 | $211,755 | 1,500 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $245,010 | 1,500 | Shares | Sole | 2024-04-16 | |
| 2021-12-31 | $108,690 | 1,500 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $105,045 | 1,500 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $128,730 | 1,500 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $122,310 | 1,500 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $104,910 | 1,500 | Shares | Sole | 2021-01-19 | |
| 2020-06-30 | $13,229 | 184 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $63,467 | 1,183 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||