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MOR Wealth Management, LLC

Position in PSX — Phillips 66

CIK 2092389 PHILADELPHIA, PA

Position in PSX

as of Mar 31, 2026 · filed Apr 27, 2026
Position Value
$231,004
+$12,153 QoQ
Shares Held
1,268
-25.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in PSX Over Time

Shares Held

Position Value (USD)

All Filings in PSX

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $231,004 1,268
2025-12-31 $218,851 1,696