Position in PSX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$274,706
-$21,336 QoQ
Shares Held
1,625
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,532
of 2,093 holders
Holding Since
Dec 2023
10 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, 2026WEALTHSPAN PARTNERS, LLC holds $274,706 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
|
1,625 | $274,706 |
All Filings in PSX
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,706 | 1,625 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $296,042 | 1,625 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $224,916 | 1,743 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $237,082 | 1,743 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $207,939 | 1,743 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $215,225 | 1,743 | Shares | Sole | 2025-04-21 | |
| 2024-09-30 | $222,939 | 1,696 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $239,424 | 1,696 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $274,574 | 1,681 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $220,479 | 1,656 | Shares | Sole | 2024-01-29 | |
| No filing history on record for this holder in this stock. | ||||||