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Gateway Wealth Partners, LLC

Position in PSX — Phillips 66

CIK 1966037 APPLETON, WI

Position in PSX

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$265,071
New position
Shares Held
1,455
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Position in Oil & Gas Refining & Marketing

Energy · as of Mar 31, 2026

Gateway Wealth Partners, LLC holds $2,443,403 across 5 Oil & Gas Refining & Marketing names. PSX ranks #2 (10.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 PSX
Phillips 66
This page
1,455 $265,071

All Filings in PSX

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-03-31 $265,071 1,455