Position in PSX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$84,525
-$6,565 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,826
of 2,091 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026VALLEY WEALTH MANAGERS, INC. holds $84,525 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
|
500 | $84,525 |
All Filings in PSX
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $84,525 | 500 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $91,090 | 500 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $64,520 | 500 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $68,010 | 500 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $11,930 | 100 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $21,609 | 175 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $19,937 | 175 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $23,003 | 175 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $14,117 | 100 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $16,334 | 100 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $23,299 | 175 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $21,026 | 175 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $16,691 | 175 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $17,741 | 175 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $20,816 | 200 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $26,234 | 325 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $16,398 | 200 | Shares | Sole | 2022-11-16 | |
| No filing history on record for this holder in this stock. | ||||||