Position in PSX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$52,405
-$19,738 QoQ
Shares Held
310
-21.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,873
of 2,093 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, 2026Whipplewood Advisors, LLC holds $54,703 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (95.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
310 | $52,405 | |
| 2 | DINO |
HF Sinclair Corp
|
33 | $2,298 |
All Filings in PSX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,405 | 310 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $72,143 | 396 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $38,712 | 300 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $40,806 | 300 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $47,839 | 401 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $40,007 | 324 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $45,685 | 401 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||