Position in PSX
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$485,849
-$29,356 QoQ
Shares Held
2,874
+1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,194
of 2,091 holders
Holding Since
Sep 2025
4 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, 2026NORTHWEST WEALTH MANAGEMENT, LLC holds $1,219,925 across 4 Oil & Gas Refining & Marketing names. PSX ranks #1 (39.8% of the industry book) .
All Filings in PSX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $485,849 | 2,874 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $515,205 | 2,828 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $384,152 | 2,977 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $246,876 | 1,815 | Shares | Sole | 2025-10-14 | |
| No filing history on record for this holder in this stock. | ||||||