Position in PSX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$653,547
-$48,210 QoQ
Shares Held
3,866
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#1,056
of 2,093 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, 2026Syntegra Private Wealth Group, LLC holds $653,547 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
|
3,866 | $653,547 |
All Filings in PSX
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $653,547 | 3,866 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $701,757 | 3,852 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $501,578 | 3,887 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $542,991 | 3,992 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $470,877 | 3,947 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $486,264 | 3,938 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $441,136 | 3,872 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $505,819 | 3,848 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $543,080 | 3,847 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $204,828 | 1,254 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||