Position in PSX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$55,786
-$4,333 QoQ
Shares Held
330
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,867
of 2,093 holders
Holding Since
Dec 2023
10 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, 2026Dynamic Wealth Strategies, LLC holds $55,786 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
|
330 | $55,786 |
All Filings in PSX
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,786 | 330 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $60,119 | 330 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $42,583 | 330 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $44,886 | 330 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $39,369 | 330 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $40,748 | 330 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $44,824 | 341 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $65,361 | 463 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $75,626 | 463 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $299,298 | 2,248 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||