Position in PSX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$260,675
+$36,958 QoQ
Shares Held
1,542
+25.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,570
of 2,093 holders
Holding Since
Dec 2021
8 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, 2026Schrum Private Wealth Management LLC holds $260,675 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
|
1,542 | $260,675 |
All Filings in PSX
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,675 | 1,542 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $223,717 | 1,228 | Shares | Sole | 2026-05-08 | |
| 2024-09-30 | $242,919 | 1,848 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $231,801 | 1,642 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $268,204 | 1,642 | Shares | Sole | 2024-05-03 | |
| 2022-06-30 | $211,616 | 2,581 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $227,292 | 2,631 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $237,741 | 3,281 | Shares | Sole | 2022-03-11 | |
| No filing history on record for this holder in this stock. | ||||||