Position in PSX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$203,197
-$12,868 QoQ
Shares Held
1,202
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,720
of 2,096 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 89%
Shared 11%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Global Financial Private Client, LLC holds $203,197 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
|
1,202 | $203,197 |
All Filings in PSX
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,197 | 1,202 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $216,065 | 1,186 | Shares | Other | 2026-04-20 | |
| 2025-03-31 | $136,074 | 1,102 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $122,816 | 1,078 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $143,674 | 1,093 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $619,453 | 4,388 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $678,841 | 4,156 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $131,409 | 987 | Shares | Sole | 2024-05-16 | |
| 2023-09-30 | $118,588 | 987 | Shares | Sole | 2024-05-16 | |
| 2023-06-30 | $94,140 | 987 | Shares | Sole | 2024-05-16 | |
| 2023-03-31 | $100,062 | 987 | Shares | Sole | 2024-05-16 | |
| 2022-12-31 | $102,726 | 987 | Shares | Sole | 2024-05-16 | |
| 2022-09-30 | $79,670 | 987 | Shares | Sole | 2024-05-16 | |
| 2022-06-30 | $80,924 | 987 | Shares | Sole | 2024-05-16 | |
| 2022-03-31 | $85,266 | 987 | Shares | Sole | 2024-05-16 | |
| 2021-12-31 | $71,518 | 987 | Shares | Sole | 2024-05-16 | |
| 2021-09-30 | $69,119 | 987 | Shares | Sole | 2024-05-16 | |
| 2021-06-30 | $84,704 | 987 | Shares | Sole | 2024-05-16 | |
| 2021-03-31 | $80,479 | 987 | Shares | Sole | 2024-05-16 | |
| 2020-12-31 | $69,030 | 987 | Shares | Sole | 2024-05-16 | |
| 2020-09-30 | $50,544 | 975 | Shares | Sole | 2024-05-16 | |
| 2020-06-30 | $70,102 | 975 | Shares | Sole | 2024-05-16 | |
| 2020-03-31 | $52,308 | 975 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||