Tower View Wealth Management LLC

Position in PSX — Phillips 66

CIK 1729045 SHOREWOOD, WI

Position in PSX

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$120,532

-$8,633 QoQ

Shares Held

713

+0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,788

of 2,091 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Tower View Wealth Management LLC holds $120,532 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	713	$120,532

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$120,532	713	+0.6%	Shares	Sole	2026-07-24
2026-03-31	$129,165	709	+25.5%	Shares	Sole	2026-04-20
2025-12-31	$72,907	565	+0.9%	Shares	Sole	2026-01-23
2025-09-30	$76,171	560	+0.9%	Shares	Sole	2025-10-16
2025-06-30	$66,211	555	+1.1%	Shares	Sole	2025-07-21
2025-03-31	$67,790	549	+0.9%	Shares	Sole	2025-04-22
2024-12-31	$61,977	544	+0.9%	Shares	Sole	2025-02-05
2024-09-30	$70,851	539	+0.7%	Shares	Sole	2024-10-24
2024-06-30	$75,525	535	+0.8%	Shares	Sole	2024-07-26
2024-03-31	$86,733	531	+0.6%	Shares	Sole	2024-04-29
2023-12-31	$70,297	528	+0.8%	Shares	Sole	2024-02-06
2023-09-30	$62,958	524	+0.8%	Shares	Sole	2023-10-31
2023-06-30	$49,597	520	+12.1%	Shares	Sole	2023-07-31
2023-03-31	$47,040	464	+1.1%	Shares	Sole	2023-05-16
2022-12-31	$47,772	459	+0.9%	Shares	Sole	2023-02-13
2022-09-30	$36,727	455	+1.1%	Shares	Sole	2022-11-15
2022-06-30	$36,895	450	0.0%	Shares	Sole	2022-08-08
2022-03-31	$38,875	450	-10.0%	Shares	Sole	2022-05-13
2021-12-31	$36,230	500	0.0%	Shares	Sole	2022-02-03
2021-09-30	$35,015	500	—	Shares	Sole	2021-11-08
No filing history on record for this holder in this stock.