Position in PSX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$80,129
-$6,224 QoQ
Shares Held
474
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,838
of 2,097 holders
Holding Since
Mar 2025
6 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, 20261 NORTH WEALTH SERVICES LLC holds $80,129 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
|
474 | $80,129 |
All Filings in PSX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $80,129 | 474 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $86,353 | 474 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $61,164 | 474 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $64,473 | 474 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $56,548 | 474 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $58,529 | 474 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||