Position in PSX
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$236,670
-$18,382 QoQ
Shares Held
1,400
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,618
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, 2026Green Ridge Wealth Planning LLC holds $236,670 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
|
1,400 | $236,670 |
All Filings in PSX
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,670 | 1,400 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $255,052 | 1,400 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $250,337 | 1,940 | Shares | Sole | 2026-03-11 | |
| No filing history on record for this holder in this stock. | ||||||