Skip to main content

Bravera Wealth

Position in PSX — Phillips 66

CIK 2126773 BISMARCK, ND

Position in PSX

as of Jun 30, 2026 · filed Jul 23, 2026
Position Value
$169,050
-$13,130 QoQ
Shares Held
1,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,750
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, 2026

Bravera Wealth holds $186,985 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (90.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PSX
Phillips 66
This page
1,000 $169,050

All Filings in PSX

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $169,050 1,000
2026-03-31 $182,180 1,000
2025-12-31 $129,040 1,000