Position in PSX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$219,765
-$17,069 QoQ
Shares Held
1,300
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,667
of 2,093 holders
Holding Since
Mar 2025
6 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, 2026BXM Wealth LLC holds $219,765 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
|
1,300 | $219,765 |
All Filings in PSX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,765 | 1,300 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $236,834 | 1,300 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $294,211 | 2,280 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $310,125 | 2,280 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $272,004 | 2,280 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $281,534 | 2,280 | Shares | Sole | 2025-04-30 | |
| No filing history on record for this holder in this stock. | ||||||