Position in PSX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,978,990
+$286,622 QoQ
Shares Held
47,199
+11.8% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#339
of 2,097 holders
Holding Since
Mar 2024
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, 2026Trajan Wealth LLC holds $7,978,990 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
|
47,199 | $7,978,990 |
All Filings in PSX
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,978,990 | 47,199 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $7,692,368 | 42,224 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,415,421 | 41,967 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,683,459 | 41,784 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,969,680 | 41,657 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,018,350 | 40,641 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,456,941 | 39,120 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,629,274 | 35,217 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $4,429,632 | 31,378 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $5,159,420 | 31,587 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||