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Apollon Wealth Management, LLC

Position in PSX — Phillips 66

CIK 1764387 MOUNT PLEASANT, SC

Position in PSX

as of Jun 30, 2026 · filed Jul 23, 2026
Position Value
$3,002,328
+$539,073 QoQ
Shares Held
17,760
+31.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#543
of 2,096 holders
Holding Since
Jun 2020
21 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, 2026

Apollon Wealth Management, LLC holds $11,839,745 across 6 Oil & Gas Refining & Marketing names. PSX ranks #3 (25.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 PSX
Phillips 66
This page
17,760 $3,002,328

All Filings in PSX

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21 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,002,328 17,760
2026-03-31 $2,463,255 13,521
2025-12-31 $1,715,715 13,296
2025-09-30 $1,902,919 13,990
2025-06-30 $1,804,531 15,126
2025-03-31 $1,787,249 14,474
2024-12-31 $1,579,753 13,866
2024-09-30 $1,468,165 11,169
2024-06-30 $1,803,729 12,777
2024-03-31 $1,882,983 11,528
2023-12-31 $1,397,970 10,500
2023-09-30 $1,017,910 8,472
2023-06-30 $864,524 9,064
2023-03-31 $994,335 9,808
2022-12-31 $1,015,092 9,753
2022-09-30 $874,924 10,839
2022-06-30 $921,977 11,245
2022-03-31 $1,160,304 13,431
2021-12-31 $998,498 13,780
2021-09-30 $357,993 5,112
2020-06-30 $790 11