Position in PSX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$366,500
-$47,595 QoQ
Shares Held
2,168
-4.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#1,348
of 2,091 holders
Holding Since
Dec 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, 2026Flywheel Private Wealth LLC holds $366,500 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
|
2,168 | $366,500 |
All Filings in PSX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $366,500 | 2,168 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $414,095 | 2,273 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $293,307 | 2,273 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $309,173 | 2,273 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $271,168 | 2,273 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $280,670 | 2,273 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $258,962 | 2,273 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||