Position in PSX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$577,474
-$79,831 QoQ
Shares Held
3,416
-5.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#1,114
of 2,097 holders
Holding Since
Jun 2025
5 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, 2026Tripletail Wealth Management, LLC holds $577,474 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
|
3,416 | $577,474 |
All Filings in PSX
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $577,474 | 3,416 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $657,305 | 3,608 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $476,157 | 3,690 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $504,906 | 3,712 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $436,876 | 3,662 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||