Tanager Wealth Management LLP

Position in PSX — Phillips 66

CIK 1892929 Goring On Thames, X0

Position in PSX

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$564,796

-$41,134 QoQ

Shares Held

3,341

+0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#1,125

of 2,091 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Tanager Wealth Management LLP holds $564,796 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	3,341	$564,796

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$564,796	3,341	+0.5%	Shares	Sole	2026-07-23
2026-03-31	$605,930	3,326	0.0%	Shares	Sole	2026-04-20
2025-12-31	$429,187	3,326	+0.3%	Shares	Sole	2026-01-26
2025-09-30	$451,178	3,317	-2.8%	Shares	Sole	2025-10-24
2025-06-30	$407,170	3,413	+0.7%	Shares	Sole	2025-07-18
2025-03-31	$418,350	3,388	+3.0%	Shares	Sole	2025-04-24
2024-12-31	$374,601	3,288	+0.2%	Shares	Sole	2025-01-27
2024-09-30	$431,156	3,280	-1.5%	Shares	Sole	2024-10-22
2024-06-30	$469,954	3,329	0.0%	Shares	Sole	2024-07-25
2024-03-31	$543,758	3,329	+1.5%	Shares	Sole	2024-05-01
2023-12-31	$436,699	3,280	0.0%	Shares	Sole	2024-01-31
2023-09-30	$394,092	3,280	+0.1%	Shares	Sole	2023-11-08
2023-06-30	$312,560	3,277	+0.2%	Shares	Sole	2023-08-03
2023-03-31	$331,613	3,271	0.0%	Shares	Sole	2023-04-18
2022-12-31	$340,445	3,271	+6.0%	Shares	Sole	2023-01-27
2022-09-30	$249,182	3,087	0.0%	Shares	Sole	2022-10-26
2022-06-30	$253,103	3,087	—	Shares	Sole	2022-08-02
No filing history on record for this holder in this stock.