Position in PSX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$893,090
-$174,483 QoQ
Shares Held
5,283
-9.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#925
of 2,093 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 96%
Shared 4%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026ENDEAVOR PRIVATE WEALTH, INC. holds $893,090 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
|
5,283 | $893,090 |
All Filings in PSX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $893,090 | 5,283 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,067,573 | 5,860 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $807,660 | 6,259 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $741,036 | 5,448 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $624,773 | 5,237 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $715,072 | 5,791 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $112,448 | 987 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||