Position in PSX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$29,414
-$1,920 QoQ
Shares Held
174
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,929
of 2,093 holders
Holding Since
Dec 2025
3 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, 2026High Point Wealth Management, LLC holds $29,414 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
|
174 | $29,414 |
All Filings in PSX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,414 | 174 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $31,334 | 172 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $22,065 | 171 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||