Position in PSX
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$478,411
-$37,158 QoQ
Shares Held
2,830
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#1,203
of 2,091 holders
Holding Since
Dec 2025
3 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, 2026Sterling Wealth Management, Inc. holds $478,411 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
|
2,830 | $478,411 |
All Filings in PSX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $478,411 | 2,830 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $515,569 | 2,830 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $365,183 | 2,830 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||