Position in PSX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$241,403
-$41,886 QoQ
Shares Held
1,428
-8.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#1,602
of 2,093 holders
Holding Since
Sep 2025
4 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, 2026PARTNERS WEALTH MANAGEMENT, LLC holds $241,403 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
|
1,428 | $241,403 |
All Filings in PSX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,403 | 1,428 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $283,289 | 1,555 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $200,528 | 1,554 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $211,103 | 1,552 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||