Position in PSX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$773,234
-$68,619 QoQ
Shares Held
4,574
-1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.23%
of 13F equity value
Holder Rank
#980
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, 20265T Wealth, LLC holds $773,234 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
|
4,574 | $773,234 |
All Filings in PSX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $773,234 | 4,574 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $841,853 | 4,621 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $597,584 | 4,631 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $707,712 | 5,203 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $613,679 | 5,144 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $674,447 | 5,462 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $644,274 | 5,655 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||