Position in PSX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$669,099
-$51,969 QoQ
Shares Held
3,958
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,044
of 2,093 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Three Seasons Wealth, LLC holds $669,099 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
|
3,958 | $669,099 |
All Filings in PSX
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $669,099 | 3,958 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $721,068 | 3,958 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $493,707 | 3,826 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $520,412 | 3,826 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $456,441 | 3,826 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $472,434 | 3,826 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $435,896 | 3,826 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $502,927 | 3,826 | Shares | Sole | 2025-04-04 | |
| No filing history on record for this holder in this stock. | ||||||