Position in PSX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$298,373
-$23,174 QoQ
Shares Held
1,765
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,485
of 2,093 holders
Holding Since
Sep 2023
12 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, 2026Signature Wealth Management Partners, LLC holds $298,373 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
|
1,765 | $298,373 |
All Filings in PSX
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,373 | 1,765 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $321,547 | 1,765 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $227,755 | 1,765 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $240,075 | 1,765 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $210,564 | 1,765 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $217,942 | 1,765 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $201,086 | 1,765 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $232,009 | 1,765 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $249,165 | 1,765 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $288,295 | 1,765 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $239,652 | 1,800 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $216,270 | 1,800 | Shares | Sole | 2023-10-24 | |
| No filing history on record for this holder in this stock. | ||||||