Position in PSX
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$288,230
-$17,832 QoQ
Shares Held
1,705
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,501
of 2,093 holders
Holding Since
Sep 2023
12 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, 2026Strait & Sound Wealth Management LLC holds $1,294,570 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (22.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
3,864 | $1,006,340 | |
| 2 | PSX |
Phillips 66
This page
|
1,705 | $288,230 |
All Filings in PSX
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $288,230 | 1,705 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $306,062 | 1,680 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $220,013 | 1,705 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $231,914 | 1,705 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $203,406 | 1,705 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $215,472 | 1,745 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $232,986 | 2,045 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $324,024 | 2,465 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $651,076 | 4,612 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $753,324 | 4,612 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $581,821 | 4,370 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $525,055 | 4,370 | Shares | Sole | 2023-11-16 | |
| No filing history on record for this holder in this stock. | ||||||