Position in PSX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$502,585
-$39,036 QoQ
Shares Held
2,973
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,178
of 2,093 holders
Holding Since
Jun 2020
22 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, 2026Aries Wealth Management holds $502,585 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
|
2,973 | $502,585 |
All Filings in PSX
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $502,585 | 2,973 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $541,621 | 2,973 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $383,635 | 2,973 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $404,387 | 2,973 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $354,678 | 2,973 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $367,106 | 2,973 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $338,713 | 2,973 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $390,800 | 2,973 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $435,227 | 3,083 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $503,577 | 3,083 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $394,493 | 2,963 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $304,940 | 2,538 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $230,628 | 2,418 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $243,616 | 2,403 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $250,104 | 2,403 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $193,970 | 2,403 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $235,147 | 2,868 | Shares | Sole | 2022-07-27 | |
| 2021-12-31 | $200,931 | 2,773 | Shares | Sole | 2022-06-06 | |
| 2021-06-30 | $239,866 | 2,795 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $233,204 | 2,860 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $201,427 | 2,880 | Shares | Sole | 2021-01-22 | |
| 2020-06-30 | $272,572 | 3,791 | Shares | Sole | 2020-07-09 | |
| No filing history on record for this holder in this stock. | ||||||