Position in PSX
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$5,948,531
-$649,664 QoQ
Shares Held
35,188
-2.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
1.97%
of 13F equity value
Holder Rank
#394
of 2,096 holders
Holding Since
Dec 2022
15 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, 2026BRADY FAMILY WEALTH, LLC holds $6,390,840 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (93.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
35,188 | $5,948,531 | |
| 2 | MPC |
Marathon Petroleum Corp
|
1,730 | $442,309 |
All Filings in PSX
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,948,531 | 35,188 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $6,598,195 | 36,218 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $4,488,914 | 34,787 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $4,727,103 | 34,753 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $4,471,364 | 37,480 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $4,814,485 | 38,990 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $4,173,028 | 36,628 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $4,869,828 | 37,047 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $5,260,841 | 37,266 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $6,030,512 | 36,920 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,038,816 | 37,846 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $4,523,287 | 37,647 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $3,514,943 | 36,852 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $3,670,057 | 36,201 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $3,541,113 | 34,023 | Shares | Sole | 2023-04-10 | |
| No filing history on record for this holder in this stock. | ||||||