Position in PSX
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$217,060
+$16,662 QoQ
Shares Held
1,284
+16.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#1,671
of 2,091 holders
Holding Since
Mar 2026
2 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, 2026FAMILY WEALTH PARTNERS, LLC holds $217,060 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
|
1,284 | $217,060 |
All Filings in PSX
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,060 | 1,284 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $200,398 | 1,100 | Shares | Sole | 2026-04-14 | |
| No filing history on record for this holder in this stock. | ||||||