Position in PSX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$885,821
-$845,798 QoQ
Shares Held
5,240
-44.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.33%
of 13F equity value
Holder Rank
#928
of 2,093 holders
Holding Since
Sep 2024
8 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, 2026BWM Planning, LLC holds $885,821 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
|
5,240 | $885,821 |
All Filings in PSX
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $885,821 | 5,240 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,731,619 | 9,505 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,023,157 | 7,929 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,078,502 | 7,929 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $945,929 | 7,929 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,007,843 | 8,162 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $938,783 | 8,240 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,083,148 | 8,240 | Shares | Sole | 2024-10-09 | |
| No filing history on record for this holder in this stock. | ||||||