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Glass Wealth Management Co LLC → PSX
Glass Wealth Management Co LLC PSX Position History
Phillips 66 • Energy
Quarters held
4
Latest value
$8.1M
Q3 2026
Peak value
$8.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3.8M |
| Q1 2026 | $5.5M |
| Q2 2026 | $5.2M |
| Q3 2026 | $8.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.1M | 31.7K | — | — |
| Q2 2026 | $5.2M | 31.0K | — | — |
| Q1 2026 | $5.5M | 30.4K | — | — |
| Q4 2025 | $3.8M | 29.6K | — | — |
Other funds holding PSX
$6.5B
$6.2B
$5.3B
$4.7B
$4.7B
$4.6B
$4.4B
$4.4B