Position in PSX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$14,876
-$1,155 QoQ
Shares Held
88
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,990
of 2,091 holders
Holding Since
Mar 2020
26 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, 2026Financial Perspectives, Inc holds $14,876 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
|
88 | $14,876 |
All Filings in PSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,876 | 88 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $16,031 | 88 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $11,355 | 88 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $11,969 | 88 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $7,515 | 63 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $7,779 | 63 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $7,177 | 63 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $8,281 | 63 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $8,893 | 63 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $10,290 | 63 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $8,387 | 63 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $7,569 | 63 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $6,008 | 63 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 | $6,386 | 63 | Shares | Sole | 2024-01-10 | |
| 2022-12-31 | $6,557 | 63 | Shares | Sole | 2024-01-10 | |
| 2022-09-30 | $5,085 | 63 | Shares | Sole | 2024-01-10 | |
| 2022-06-30 | $5,165 | 63 | Shares | Sole | 2024-01-10 | |
| 2022-03-31 | $5,442 | 63 | Shares | Sole | 2024-01-10 | |
| 2021-12-31 | $4,564 | 63 | Shares | Sole | 2024-01-10 | |
| 2021-09-30 | $4,411 | 63 | Shares | Sole | 2024-01-10 | |
| 2021-06-30 | $5,406 | 63 | Shares | Sole | 2024-01-10 | |
| 2021-03-31 | $63 | 5,137 | Shares | Sole | 2024-01-10 | |
| 2020-12-31 | $4,406 | 63 | Shares | Sole | 2024-01-10 | |
| 2020-09-30 | $3,265 | 63 | Shares | Sole | 2024-01-10 | |
| 2020-06-30 | $4,529 | 63 | Shares | Sole | 2024-01-10 | |
| 2020-03-31 | $3,379 | 63 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||