Barnes Dennig Private Wealth Management LLC
Position in PSX — Phillips 66
CIK 2058270
CINCINNATI, OH
Position in PSX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$30,090
-$2,338 QoQ
Shares Held
178
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,927
of 2,093 holders
Holding Since
Sep 2025
4 quarters on record
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Barnes Dennig Private Wealth Management LLC holds $146,034 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (20.6% of the industry book) .
All Filings in PSX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,090 | 178 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $32,428 | 178 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $22,969 | 178 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $24,211 | 178 | Shares | Sole | 2025-10-23 | |
| No filing history on record for this holder in this stock. | ||||||