Position in PSX
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$619,594
-$55,672 QoQ
Shares Held
3,401
-35.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 60%
Shared 0%
None 40%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026FRG Family Wealth Advisors LLC holds $619,594 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
|
3,401 | $619,594 |
All Filings in PSX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $619,594 | 3,401 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $675,266 | 5,233 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $775,722 | 5,703 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $680,367 | 5,703 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $704,206 | 5,703 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $649,742 | 5,703 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $749,659 | 5,703 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $805,092 | 5,703 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $931,528 | 5,703 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $759,297 | 5,703 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $685,215 | 5,703 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $543,952 | 5,703 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $578,170 | 5,703 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $593,568 | 5,703 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $460,346 | 5,703 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $467,588 | 5,703 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $492,682 | 5,703 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $405,993 | 5,603 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $421,300 | 6,016 | Shares | Sole | 2022-03-02 | |
| 2021-06-30 | $605,975 | 7,061 | Shares | Sole | 2022-03-02 | |
| 2021-03-31 | $575,753 | 7,061 | Shares | Sole | 2022-03-02 | |
| 2020-12-31 | $520,073 | 7,436 | Shares | Sole | 2022-03-02 | |
| 2020-09-30 | $527,523 | 10,176 | Shares | Sole | 2022-03-02 | |
| 2020-06-30 | $755,740 | 10,511 | Shares | Sole | 2022-03-02 | |
| 2020-03-31 | $632,962 | 11,798 | Shares | Sole | 2022-03-02 | |
| No filing history on record for this holder in this stock. | ||||||