Position in PSX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$271,325
-$15,790 QoQ
Shares Held
1,605
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,542
of 2,093 holders
Holding Since
Dec 2023
11 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, 2026Independent Wealth Network Inc. holds $271,325 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
|
1,605 | $271,325 |
All Filings in PSX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $271,325 | 1,605 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $287,115 | 1,576 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $210,980 | 1,635 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $224,160 | 1,648 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $211,399 | 1,772 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $225,844 | 1,829 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $220,682 | 1,937 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $217,812 | 1,657 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $229,683 | 1,627 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $265,590 | 1,626 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $203,571 | 1,529 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||