Position in PSX
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$734,860
+$304,005 QoQ
Shares Held
4,347
+83.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#996
of 2,096 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 43%
Shared 0%
None 57%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Falcon Wealth Planning holds $734,860 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
|
4,347 | $734,860 |
All Filings in PSX
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $734,860 | 4,347 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $430,855 | 2,365 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $222,077 | 1,721 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||