Position in PSX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$670,452
+$101,504 QoQ
Shares Held
3,966
+27.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#1,042
of 2,093 holders
Holding Since
Dec 2023
11 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, 2026Sharp Wealth Advisory, LLC holds $670,452 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
|
3,966 | $670,452 |
All Filings in PSX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $670,452 | 3,966 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $568,948 | 3,123 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $454,995 | 3,526 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $390,105 | 2,868 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $315,309 | 2,643 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $246,095 | 1,993 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $355,575 | 3,121 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $627,147 | 4,771 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $621,995 | 4,406 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $462,905 | 2,834 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $411,802 | 3,093 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||