Back to PSX
BIRCH FINANCIAL GROUP, LLC → PSX
BIRCH FINANCIAL GROUP, LLC PSX Position History
Phillips 66 • Energy
Quarters held
5
Latest value
$4.1M
Q3 2026
Peak value
$4.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.2M |
| Q4 2025 | $2.1M |
| Q1 2026 | $2.9M |
| Q2 2026 | $2.7M |
| Q3 2026 | $4.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.1M | 16.1K | — | — |
| Q2 2026 | $2.7M | 16.1K | — | — |
| Q1 2026 | $2.9M | 16.1K | — | — |
| Q4 2025 | $2.1M | 16.1K | — | — |
| Q3 2025 | $2.2M | 16.1K | — | — |
Other funds holding PSX
$6.5B
$6.2B
$5.3B
$4.7B
$4.7B
$4.6B
$4.4B
$4.4B