Position in PSX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$381,545
-$27,266 QoQ
Shares Held
2,257
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#1,326
of 2,091 holders
Holding Since
Mar 2021
16 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, 2026DENVER WEALTH MANAGEMENT, INC. holds $381,545 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
|
2,257 | $381,545 |
All Filings in PSX
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $381,545 | 2,257 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $408,811 | 2,244 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $293,178 | 2,272 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $324,543 | 2,386 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $282,741 | 2,370 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $290,301 | 2,351 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $271,609 | 2,384 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $311,405 | 2,369 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $334,431 | 2,369 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $417,497 | 2,556 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $342,036 | 2,569 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $306,863 | 2,554 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $229,579 | 2,407 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $248,482 | 2,451 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $253,226 | 2,433 | Shares | Sole | 2023-01-27 | |
| 2021-03-31 | $189,498 | 2,324 | Shares | Sole | 2022-04-26 | |
| No filing history on record for this holder in this stock. | ||||||