Position in PSX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$228,724
New position
Shares Held
1,353
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,641
of 2,093 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026CM WEALTH ADVISORS LLC holds $228,724 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
|
1,353 | $228,724 |
All Filings in PSX
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,724 | 1,353 | Shares | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||