Position in PSX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$323,392
-$25,118 QoQ
Shares Held
1,913
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#1,429
of 2,093 holders
Holding Since
Dec 2023
10 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, 2026Beirne Wealth Consulting Services, LLC holds $323,392 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
|
1,913 | $323,392 |
All Filings in PSX
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $323,392 | 1,913 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $348,510 | 1,913 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $245,176 | 1,900 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $266,735 | 1,961 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $202,810 | 1,700 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $209,916 | 1,700 | Shares | Sole | 2025-05-01 | |
| 2024-09-30 | $223,465 | 1,700 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $239,989 | 1,700 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $277,678 | 1,700 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $242,314 | 1,820 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||