Position in PSX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$290,766
-$21,854 QoQ
Shares Held
1,720
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,500
of 2,097 holders
Holding Since
Sep 2023
9 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, 2026JAMISON PRIVATE WEALTH MANAGEMENT, INC. holds $290,766 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
|
1,720 | $290,766 |
All Filings in PSX
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $290,766 | 1,720 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $312,620 | 1,716 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $220,916 | 1,712 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $232,186 | 1,707 | Shares | Sole | 2025-10-14 | |
| 2024-09-30 | $166,021 | 1,263 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $178,156 | 1,262 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $205,971 | 1,261 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $165,892 | 1,246 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $149,586 | 1,245 | Shares | Sole | 2024-01-05 | |
| No filing history on record for this holder in this stock. | ||||||