Position in PSX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$700,543
-$61,698 QoQ
Shares Held
4,144
-1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,017
of 2,091 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026TRED AVON FAMILY WEALTH, LLC holds $700,543 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
|
4,144 | $700,543 |
All Filings in PSX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $700,543 | 4,144 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $762,241 | 4,184 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $698,622 | 5,414 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $736,412 | 5,414 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||