Position in PSX
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$42,262
-$3,283 QoQ
Shares Held
250
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,899
of 2,093 holders
Holding Since
Mar 2026
2 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, 2026PETERSON WEALTH MANAGEMENT holds $42,262 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
|
250 | $42,262 |
All Filings in PSX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,262 | 250 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $45,545 | 250 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||