Position in PSX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$628,527
+$33,528 QoQ
Shares Held
3,718
+13.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,079
of 2,093 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026BRANDYWINE OAK PRIVATE WEALTH LLC holds $628,527 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
|
3,718 | $628,527 |
All Filings in PSX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $628,527 | 3,718 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $594,999 | 3,266 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $413,702 | 3,206 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $443,425 | 3,260 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $388,082 | 3,253 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $421,437 | 3,413 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $411,401 | 3,611 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $523,696 | 3,984 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $526,987 | 3,733 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $610,891 | 3,740 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $497,544 | 3,737 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $450,202 | 3,747 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $373,412 | 3,915 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $407,040 | 4,015 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $427,144 | 4,104 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $417,887 | 5,177 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $425,774 | 5,193 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $448,277 | 5,189 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $382,806 | 5,283 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $375,640 | 5,364 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $517,666 | 6,032 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $446,594 | 5,477 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $381,173 | 5,450 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $287,608 | 5,548 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $452,682 | 6,296 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $300,600 | 5,603 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||