Position in PSX
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$256,279
-$19,905 QoQ
Shares Held
1,516
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#1,580
of 2,096 holders
Holding Since
Dec 2020
5 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, 2026Fiduciary Planning LLC holds $256,279 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
|
1,516 | $256,279 |
All Filings in PSX
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,279 | 1,516 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $276,184 | 1,516 | Shares | Sole | 2026-04-27 | |
| 2025-09-30 | $206,206 | 1,516 | Shares | Sole | 2025-10-15 | |
| 2021-03-31 | $65,558 | 804 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $56,231 | 804 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||