Position in PSX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$11,326
-$880 QoQ
Shares Held
67
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,006
of 2,093 holders
Holding Since
Jun 2022
16 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, 2026Bradley & Co. Private Wealth Management, LLC holds $11,326 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
|
67 | $11,326 |
All Filings in PSX
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,326 | 67 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $12,206 | 67 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $8,645 | 67 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $9,112 | 67 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $5,249 | 44 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $5,433 | 44 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $5,012 | 44 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $6,211 | 44 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $7,186 | 44 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $5,858 | 44 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $5,286 | 44 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $4,196 | 44 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $4,460 | 44 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $4,579 | 44 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,551 | 44 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $3,607 | 44 | Shares | Sole | 2022-07-25 | |
| No filing history on record for this holder in this stock. | ||||||