Position in PSX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,230,645
-$310,191 QoQ
Shares Held
25,026
+0.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#464
of 2,093 holders
Holding Since
Dec 2023
11 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, 2026Rockline Wealth Management, LLC holds $4,230,645 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
|
25,026 | $4,230,645 |
All Filings in PSX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,230,645 | 25,026 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $4,540,836 | 24,925 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,257,098 | 25,241 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,252,782 | 23,914 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,752,251 | 23,070 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,897,581 | 23,466 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,559,323 | 22,464 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $2,790,683 | 21,230 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $2,878,597 | 20,391 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $3,244,585 | 19,864 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $2,566,939 | 19,280 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||