Position in PSX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$214,693
-$40,358 QoQ
Shares Held
1,270
-9.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,680
of 2,093 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 54%
Shared 0%
None 46%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Paragon Private Wealth Management, LLC holds $214,693 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
|
1,270 | $214,693 |
All Filings in PSX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,693 | 1,270 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $255,051 | 1,400 | Shares | Sole | 2026-05-19 | |
| No filing history on record for this holder in this stock. | ||||||