Position in PSX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,008,214
-$76,850 QoQ
Shares Held
5,964
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#881
of 2,093 holders
Holding Since
Jun 2020
24 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, 2026FAS Wealth Partners, Inc. holds $1,008,214 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
|
5,964 | $1,008,214 |
All Filings in PSX
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,008,214 | 5,964 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,085,064 | 5,956 | Shares | Sole | 2026-06-10 | |
| 2025-12-31 | $791,273 | 6,132 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $663,641 | 4,879 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $582,422 | 4,882 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $599,742 | 4,857 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $549,712 | 4,825 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $650,151 | 4,946 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $701,473 | 4,969 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $807,552 | 4,944 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $665,433 | 4,998 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $616,249 | 5,129 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $457,060 | 4,792 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $461,785 | 4,555 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $473,980 | 4,554 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $370,020 | 4,584 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $337,552 | 4,117 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $286,469 | 3,316 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $237,668 | 3,280 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $228,017 | 3,256 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $271,448 | 3,163 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $245,680 | 3,013 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $210,729 | 3,013 | Shares | Sole | 2021-02-10 | |
| 2020-06-30 | $216,634 | 3,013 | Shares | Sole | 2020-07-21 | |
| No filing history on record for this holder in this stock. | ||||||