PFG Private Wealth Management, LLC

Position in PSX — Phillips 66

CIK 1799957 LUTZ, FL

Position in PSX

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$401,662

-$18,627 QoQ

Shares Held

2,376

+3.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.78%

of 13F equity value

Holder Rank

#1,294

of 2,096 holders

Holding Since

Sep 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

PFG Private Wealth Management, LLC holds $401,662 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	2,376	$401,662

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$401,662	2,376	+3.0%	Shares	Sole	2026-07-23
2026-03-31	$420,289	2,307	+4.6%	Shares	Sole	2026-05-15
2025-12-31	$284,533	2,205	+31.6%	Shares	Sole	2026-01-15
2025-03-31	$206,829	1,675	+35.8%	Shares	Sole	2025-05-13
2024-12-31	$140,475	1,233	+7.7%	Shares	Sole	2025-02-06
2024-09-30	$150,510	1,145	+4.4%	Shares	Sole	2024-11-05
2024-06-30	$154,863	1,097	+2.8%	Shares	Sole	2024-07-15
2024-03-31	$174,283	1,067	+1.7%	Shares	Sole	2024-04-23
2023-12-31	$139,663	1,049	+476.4%	Shares	Sole	2024-01-22
2023-09-30	$21,867	182	-42.4%	Shares	Sole	2023-10-24
2023-06-30	$30,140	316	+42.3%	Shares	Sole	2023-07-17
2023-03-31	$22,506	222	+51.0%	Shares	Sole	2023-05-01
2022-12-31	$15,299	147	0.0%	Shares	Sole	2023-01-19
2022-09-30	$11,865	147	0.0%	Shares	Sole	2022-11-04
2022-06-30	$12,052	147	+17.6%	Shares	Sole	2022-07-19
2022-03-31	$10,798	125	0.0%	Shares	Sole	2022-04-25
2021-12-31	$9,057	125	0.0%	Shares	Sole	2022-01-27
2021-09-30	$8,753	125	—	Shares	Sole	2021-11-04
No filing history on record for this holder in this stock.