Position in PSX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$289,075
-$25,732 QoQ
Shares Held
1,710
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#1,500
of 2,093 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Northwest Quadrant Wealth Management, LLC holds $289,075 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
|
1,710 | $289,075 |
All Filings in PSX
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $289,075 | 1,710 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $314,807 | 1,728 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $221,432 | 1,716 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $246,740 | 1,814 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $214,740 | 1,800 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $223,992 | 1,814 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $204,960 | 1,799 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $238,055 | 1,811 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $254,106 | 1,800 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $292,215 | 1,789 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $236,856 | 1,779 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $212,425 | 1,768 | Shares | Sole | 2023-10-11 | |
| No filing history on record for this holder in this stock. | ||||||