Position in PSX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$786,420
-$274,049 QoQ
Shares Held
4,652
-20.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#974
of 2,093 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Philip James Wealth Mangement, LLC holds $786,420 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
|
4,652 | $786,420 |
All Filings in PSX
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $786,420 | 4,652 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,060,469 | 5,821 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $757,593 | 5,871 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $806,054 | 5,926 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $754,453 | 6,324 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $780,764 | 6,323 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $720,265 | 6,322 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $906,347 | 6,895 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||