Skip to main content

Three Magnolias Financial Advisors, LLC

Position in PSX — Phillips 66

CIK 2056795 WINSTON-SALEM, NC

Position in PSX

as of Mar 31, 2026 · filed Apr 23, 2026
Position Value
$277,642
+$70,348 QoQ
Shares Held
1,524
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2025
3 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in PSX Over Time

Shares Held

Position Value (USD)

All Filings in PSX

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $277,642 1,524
2025-09-30 $207,294 1,524
2025-03-31 $206,705 1,674