Position in PSX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,726,100
-$213,192 QoQ
Shares Held
16,126
-0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.28%
of 13F equity value
Holder Rank
#566
of 2,093 holders
Holding Since
Sep 2025
4 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, 2026BIRCH FINANCIAL GROUP, LLC holds $2,726,100 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
|
16,126 | $2,726,100 |
All Filings in PSX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,726,100 | 16,126 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,939,292 | 16,134 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $2,082,834 | 16,141 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $2,194,546 | 16,134 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||