Position in PSX
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$20,116
-$1,563 QoQ
Shares Held
119
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,965
of 2,093 holders
Holding Since
Jun 2024
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, 2026Olistico Wealth, LLC holds $20,116 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
|
119 | $20,116 |
All Filings in PSX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,116 | 119 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $21,679 | 119 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $15,355 | 119 | Shares | Sole | 2026-01-13 | |
| 2025-06-30 | $86,969 | 729 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $30,746 | 249 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $31,216 | 274 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $36,017 | 274 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $38,680 | 274 | Shares | Sole | 2024-07-09 | |
| No filing history on record for this holder in this stock. | ||||||