Position in PSX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$204,381
-$15,510 QoQ
Shares Held
1,209
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,712
of 2,091 holders
Holding Since
Jun 2021
15 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, 2026Hurlow Wealth Management Group, Inc. holds $204,381 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
|
1,209 | $204,381 |
All Filings in PSX
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,381 | 1,209 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $219,891 | 1,207 | Shares | Sole | 2026-04-22 | |
| 2025-06-30 | $277,133 | 2,323 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $287,214 | 2,326 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $265,001 | 2,326 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $295,893 | 2,251 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $329,773 | 2,336 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $381,888 | 2,338 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $311,281 | 2,338 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $280,790 | 2,337 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $222,521 | 2,333 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $236,418 | 2,332 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $242,922 | 2,334 | Shares | Sole | 2023-01-19 | |
| 2022-03-31 | $201,720 | 2,335 | Shares | Sole | 2022-04-13 | |
| 2021-06-30 | $200,389 | 2,335 | Shares | Sole | 2021-07-22 | |
| No filing history on record for this holder in this stock. | ||||||