Position in PSX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$463,704
-$36,015 QoQ
Shares Held
2,743
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,224
of 2,096 holders
Holding Since
Mar 2020
26 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, 2026Connecticut Wealth Management, LLC holds $1,387,224 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (33.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
3,546 | $923,520 | |
| 2 | PSX |
Phillips 66
This page
|
2,743 | $463,704 |
All Filings in PSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $463,704 | 2,743 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $499,719 | 2,743 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $353,956 | 2,743 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $616,170 | 4,530 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $540,429 | 4,530 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $559,981 | 4,535 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $519,634 | 4,561 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $915,023 | 6,961 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,003,154 | 7,106 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,143,216 | 6,999 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $951,951 | 7,150 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,129,169 | 9,398 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $869,484 | 9,116 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $938,373 | 9,256 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $948,272 | 9,111 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $855,793 | 10,602 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,177,786 | 14,365 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $1,211,274 | 14,021 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,015,961 | 14,021 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $990,714 | 14,147 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,210,662 | 14,107 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,201,573 | 14,736 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,030,635 | 14,736 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $935,089 | 18,038 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $1,262,420 | 17,558 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $790,640 | 14,737 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||