Position in PSX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$306,825
-$23,831 QoQ
Shares Held
1,815
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,464
of 2,091 holders
Holding Since
Sep 2023
11 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, 2026Wolff Financial Management LLC holds $306,825 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
|
1,815 | $306,825 |
All Filings in PSX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $306,825 | 1,815 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $330,656 | 1,815 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $234,207 | 1,815 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $246,876 | 1,815 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $216,529 | 1,815 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $224,116 | 1,815 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $206,782 | 1,815 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $238,581 | 1,815 | Shares | Sole | 2024-10-24 | |
| 2024-03-31 | $296,462 | 1,815 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $241,649 | 1,815 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $218,072 | 1,815 | Shares | Sole | 2023-10-30 | |
| No filing history on record for this holder in this stock. | ||||||