SkyOak Wealth, LLC

Position in PSX — Phillips 66

CIK 1800379 SOUTHFIELD, MI

Position in PSX

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

Position Value

$287,892

-$45,133 QoQ

Shares Held

1,703

-6.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,505

of 2,096 holders

Holding Since

Jun 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

SkyOak Wealth, LLC holds $560,180 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (51.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PSX	Phillips 66 This page	1,703	$287,892
2	MPC	Marathon Petroleum Corp	1,065	$272,288

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$287,892	1,703	-6.8%	Shares	Sole	2026-07-30
2026-03-31	$333,025	1,828	-16.1%	Shares	Sole	2026-04-30
2025-12-31	$281,049	2,178	-8.4%	Shares	Sole	2026-02-05
2025-09-30	$323,455	2,378	0.0%	Shares	Sole	2025-10-23
2025-06-30	$283,695	2,378	0.0%	Shares	Sole	2025-07-30
2025-03-31	$293,635	2,378	0.0%	Shares	Sole	2025-05-01
2024-12-31	$270,925	2,378	0.0%	Shares	Sole	2025-01-24
2024-09-30	$312,588	2,378	0.0%	Shares	Sole	2024-11-04
2024-06-30	$335,702	2,378	0.0%	Shares	Sole	2024-08-12
2024-03-31	$388,422	2,378	0.0%	Shares	Sole	2024-04-29
2023-12-31	$316,606	2,378	0.0%	Shares	Sole	2024-01-12
2023-09-30	$285,716	2,378	+1.6%	Shares	Sole	2023-10-24
2023-06-30	$223,189	2,340	0.0%	Shares	Sole	2023-07-20
2023-03-31	$237,229	2,340	0.0%	Shares	Sole	2023-05-02
2022-12-31	$243,547	2,340	-42.9%	Shares	Sole	2023-01-26
2020-09-30	$212,544	4,100	+23.6%	Shares	Sole	2020-11-03
2020-06-30	$238,564	3,318	—	Shares	Sole	2020-08-10
No filing history on record for this holder in this stock.