Position in PSX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,275,920
+$861,293 QoQ
Shares Held
13,463
+73.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#619
of 2,093 holders
Holding Since
Sep 2024
8 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, 2026Abundance Wealth Counselors holds $2,275,920 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
|
13,463 | $2,275,920 |
All Filings in PSX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,275,920 | 13,463 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,414,627 | 7,765 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $730,108 | 5,658 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $762,800 | 5,608 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $652,213 | 5,467 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $664,198 | 5,379 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $574,548 | 5,043 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $673,549 | 5,124 | Shares | Sole | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||