Position in PSX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$448,151
-$43,917 QoQ
Shares Held
2,651
-1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,236
of 2,093 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Weaver Consulting Group holds $448,151 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
|
2,651 | $448,151 |
All Filings in PSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $448,151 | 2,651 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $492,068 | 2,701 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $409,831 | 3,176 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $431,999 | 3,176 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $400,728 | 3,359 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $454,035 | 3,677 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $422,908 | 3,712 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $489,256 | 3,722 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $652,487 | 4,622 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $820,293 | 5,022 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $668,629 | 5,022 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $609,400 | 5,072 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $486,151 | 5,097 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $516,531 | 5,095 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $530,287 | 5,095 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $419,340 | 5,195 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $425,856 | 5,194 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $475,058 | 5,499 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $398,457 | 5,499 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $381,593 | 5,449 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $462,312 | 5,387 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $473,828 | 5,811 | Shares | Sole | 2021-04-07 | |
| 2020-12-31 | $406,421 | 5,811 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $42,042 | 811 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $58,310 | 811 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $43,510 | 811 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||