Position in PSX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$200,662
-$37,082 QoQ
Shares Held
1,187
-9.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,733
of 2,097 holders
Holding Since
Dec 2025
3 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, 2026BCS Wealth Management holds $200,662 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
|
1,187 | $200,662 |
All Filings in PSX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,662 | 1,187 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $237,744 | 1,305 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $336,794 | 2,610 | Shares | Sole | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||