Position in PSX
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$3,551,740
-$217,017 QoQ
Shares Held
21,010
+1.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.32%
of 13F equity value
Holder Rank
#503
of 2,093 holders
Holding Since
Dec 2020
23 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, 2026MITCHELL & PAHL PRIVATE WEALTH, LLC holds $7,554,702 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (47.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
15,370 | $4,002,962 | |
| 2 | PSX |
Phillips 66
This page
|
21,010 | $3,551,740 |
All Filings in PSX
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,551,740 | 21,010 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $3,768,757 | 20,687 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,668,676 | 20,681 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,754,677 | 20,252 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $2,430,976 | 20,377 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $2,394,524 | 19,392 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $2,214,343 | 19,436 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,419,600 | 18,407 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,519,460 | 17,847 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $2,903,041 | 17,773 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $2,398,650 | 18,016 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,232,387 | 18,580 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,694,521 | 17,766 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,749,514 | 17,257 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $1,771,441 | 17,020 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,315,736 | 16,300 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,279,945 | 15,611 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,296,886 | 15,012 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $931,908 | 12,861 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $891,621 | 12,732 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $1,069,746 | 12,465 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $966,656 | 11,855 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $726,956 | 10,394 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||