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Cascade Financial Partners, LLC

Position in PSX — Phillips 66

CIK 2021208 SAN DIEGO, CA

Position in PSX

as of Mar 31, 2026 · filed May 12, 2026
Position Value
$204,952
New position
Shares Held
1,125
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority Sole 0% Shared 0% None 100%

All Filings in PSX

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-03-31 $204,952 1,125