Novak & Powell Financial Services, Inc.
Position in PSX — Phillips 66
CIK 2011548
ST. PETERSBURG, FL
Position in PSX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$263,718
-$31,413 QoQ
Shares Held
1,560
-3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,562
of 2,093 holders
Holding Since
Mar 2024
7 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, 2026Novak & Powell Financial Services, Inc. holds $263,718 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
|
1,560 | $263,718 |
All Filings in PSX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,718 | 1,560 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $295,131 | 1,620 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $209,044 | 1,620 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $220,352 | 1,620 | Shares | Sole | 2025-11-14 | |
| 2024-09-30 | $206,376 | 1,570 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $201,167 | 1,425 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $232,759 | 1,425 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||