55 North Private Wealth, LLC

Position in PSX — Phillips 66

CIK 2106457 WINTER PARK, FL

Position in PSX

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$417,891

-$22,438 QoQ

Shares Held

2,472

+2.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#1,272

of 2,093 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

55 North Private Wealth, LLC holds $1,106,431 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (37.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	1,666	$433,893
2	PSX	Phillips 66 This page	2,472	$417,891
3	MPC	Marathon Petroleum Corp	996	$254,647

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$417,891	2,472	+2.3%	Shares	Sole	2026-07-07
2026-03-31	$440,329	2,417	-25.1%	Shares	Sole	2026-04-17
2025-12-31	$416,670	3,229	—	Shares	Sole	2026-01-27
No filing history on record for this holder in this stock.