Position in PSX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$455,758
-$35,399 QoQ
Shares Held
2,696
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,228
of 2,093 holders
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026NORTHCAPE WEALTH MANAGEMENT, LLC holds $455,758 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
|
2,696 | $455,758 |
All Filings in PSX
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $455,758 | 2,696 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $491,157 | 2,696 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $357,053 | 2,767 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $376,367 | 2,767 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $332,847 | 2,790 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $303,760 | 2,460 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $280,267 | 2,460 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $353,469 | 2,689 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $358,430 | 2,539 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $344,974 | 2,112 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $373,590 | 2,806 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $346,752 | 2,886 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $309,412 | 3,244 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $321,982 | 3,176 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $211,970 | 2,626 | Shares | Sole | 2022-11-08 | |
| No filing history on record for this holder in this stock. | ||||||