Position in PSX
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$210,298
-$25,807 QoQ
Shares Held
1,244
-4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,695
of 2,096 holders
Holding Since
Dec 2022
4 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, 2026National Wealth Management Group, LLC holds $210,298 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
|
1,244 | $210,298 |
All Filings in PSX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,298 | 1,244 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $236,105 | 1,296 | Shares | Sole | 2026-05-11 | |
| 2025-09-30 | $488,311 | 3,590 | Shares | Sole | 2025-10-31 | |
| 2022-12-31 | $608,451 | 5,846 | Shares | Sole | 2023-11-17 | |
| No filing history on record for this holder in this stock. | ||||||