Position in PSX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$381,038
-$29,595 QoQ
Shares Held
2,254
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,329
of 2,093 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Live Oak Private Wealth LLC holds $381,038 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
|
2,254 | $381,038 |
All Filings in PSX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $381,038 | 2,254 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $410,633 | 2,254 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $256,918 | 1,991 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $270,815 | 1,991 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||