Position in PSX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$715,926
-$55,606 QoQ
Shares Held
4,235
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#1,006
of 2,091 holders
Holding Since
Sep 2022
13 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, 2026Johnson & White Wealth Management, LLC holds $715,926 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
|
4,235 | $715,926 |
All Filings in PSX
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $715,926 | 4,235 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $771,532 | 4,235 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $546,484 | 4,235 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $576,044 | 4,235 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $505,116 | 4,234 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $522,814 | 4,234 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $476,227 | 4,180 | Shares | Sole | 2025-01-13 | |
| 2024-03-31 | $731,763 | 4,480 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $579,691 | 4,354 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $523,493 | 4,357 | Shares | Sole | 2023-10-12 | |
| 2023-03-31 | $441,712 | 4,357 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $363 | 4,332 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $346,046 | 4,287 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||