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Keudell/Morrison Wealth Management

Position in PSX — Phillips 66

CIK 1785498 Salem, OR

Position in PSX

as of Mar 31, 2026 · filed Apr 20, 2026
Position Value
$204,952
New position
Shares Held
1,125
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority Sole 0% Shared 0% None 100%

Position in Oil & Gas Refining & Marketing

Energy · as of Jun 30, 2026

Keudell/Morrison Wealth Management holds $1,452,814 across 2 Oil & Gas Refining & Marketing names.

# Ticker Company Shares Value (USD) Open

All Filings in PSX

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-03-31 $204,952 1,125