Position in PSX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$240,389
-$33,974 QoQ
Shares Held
1,422
-5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#1,606
of 2,093 holders
Holding Since
Sep 2023
7 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, 2026Endowment Wealth Management, Inc. holds $240,389 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
|
1,422 | $240,389 |
All Filings in PSX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,389 | 1,422 | Shares | Other | 2026-08-06 | |
| 2026-03-31 | $274,363 | 1,506 | Shares | Other | 2026-05-08 | |
| 2025-09-30 | $201,717 | 1,483 | Shares | Other | 2025-11-06 | |
| 2025-03-31 | $211,274 | 1,711 | Shares | Other | 2025-05-09 | |
| 2024-03-31 | $243,376 | 1,490 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $207,165 | 1,556 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $210,022 | 1,748 | Shares | Other | 2023-10-31 | |
| No filing history on record for this holder in this stock. | ||||||