Position in PSX
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$36,852
+$5,700 QoQ
Shares Held
218
+27.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,904
of 2,093 holders
Holding Since
Mar 2025
6 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, 2026Nova Wealth Management, Inc. holds $36,852 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
|
218 | $36,852 |
All Filings in PSX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,852 | 218 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $31,152 | 171 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $22,065 | 171 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $27,340 | 201 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $29,586 | 248 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $37,167 | 301 | Shares | Sole | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||