Back to PSX

MITCHELL & PAHL PRIVATE WEALTH, LLC → PSX

MITCHELL & PAHL PRIVATE WEALTH, LLC PSX Position History

Phillips 66 • Energy

Quarters held
4
Latest value
$5.3M
Q3 2026
Peak value
$5.3M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2.7M
Q1 2026$3.8M
Q2 2026$3.6M
Q3 2026$5.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.3M20.8K——
Q2 2026$3.6M21.0K——
Q1 2026$3.8M20.7K——
Q4 2025$2.7M20.7K——

Other funds holding PSX

Other MITCHELL & PAHL PRIVATE WEALTH, LLC positions

AAPL

APPLE INC

$8.8M
AAPL

APPLE INC

$8.1M
AVGO

BROADCOM INC

$8.1M
AAPL

APPLE INC

$8.1M
MSFT

MICROSOFT CORP

$7.7M
STX

SEAGATE TECHNOLOGY HLDNGS PL

$7.5M
MSFT

MICROSOFT CORP

$7.3M
AAPL

APPLE INC

$7.1M