Atlantic Edge Private Wealth Management, LLC
Position in PSX — Phillips 66
CIK 2011145
JACKSONVILLE, FL
Position in PSX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$10,143
-$787 QoQ
Shares Held
60
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,013
of 2,093 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Atlantic Edge Private Wealth Management, LLC holds $2,692,010 across 4 Oil & Gas Refining & Marketing names. PSX ranks #3 (0.4% of the industry book) .
All Filings in PSX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,143 | 60 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $10,930 | 60 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $7,742 | 60 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $29,788 | 219 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $26,126 | 219 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $27,042 | 219 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $24,950 | 219 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $28,787 | 219 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $8,470 | 60 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $9,800 | 60 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $7,988 | 60 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||