Mowery & Schoenfeld Wealth Management, LLC
Position in PSX — Phillips 66
CIK 2019946
LINCOLNSHIRE, IL
Position in PSX
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$10,384
+$1,352 QoQ
Shares Held
57
-18.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
All Filings in PSX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,384 | 57 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $9,032 | 70 | Shares | Sole | 2026-01-28 | |
| 2024-12-31 | $10,937 | 96 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||