Position in PSX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,626,768
-$126,350 QoQ
Shares Held
9,623
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#711
of 2,093 holders
Holding Since
Mar 2020
26 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, 2026CFM WEALTH PARTNERS LLC holds $1,626,768 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
|
9,623 | $1,626,768 |
All Filings in PSX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,626,768 | 9,623 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,753,118 | 9,623 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,370,791 | 10,623 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,444,124 | 10,617 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,265,892 | 10,611 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,309,258 | 10,603 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,210,620 | 10,626 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,403,886 | 10,680 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $3,130,727 | 22,177 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $3,621,411 | 22,171 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $3,403,990 | 25,567 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $3,071,274 | 25,562 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2,613,412 | 27,400 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $2,774,162 | 27,364 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $2,847,420 | 27,358 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $2,207,934 | 27,353 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $2,242,180 | 27,347 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $2,394,558 | 27,718 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $1,219,284 | 16,827 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,194,781 | 17,061 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $1,463,574 | 17,054 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,428,417 | 17,518 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,224,859 | 17,513 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $950,382 | 18,333 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,318,142 | 18,333 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $983,565 | 18,333 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||