Position in PSX
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$365,822
-$105,841 QoQ
Shares Held
2,164
-16.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,350
of 2,093 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026SVB WEALTH LLC holds $365,822 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
|
2,164 | $365,822 |
All Filings in PSX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $365,822 | 2,164 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $471,663 | 2,589 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $320,920 | 2,487 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $359,771 | 2,645 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $329,386 | 2,761 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $507,329 | 4,453 | Shares | Sole | 2025-02-05 | |
| 2024-06-30 | $776,010 | 5,497 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,186,337 | 7,263 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,372,805 | 10,311 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,083,391 | 9,017 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $892,851 | 9,361 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $1,047,052 | 10,328 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $758,742 | 7,290 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $575,613 | 7,131 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $358,542 | 4,373 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $298,044 | 3,450 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $207,596 | 2,865 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $250,566 | 3,578 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $504,449 | 5,878 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $469,751 | 5,761 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $485,523 | 6,942 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $476,824 | 9,198 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $860,355 | 11,966 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $458,546 | 8,547 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||