Straight Path Wealth Management

SEC CIK: 0001902506
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

PSX holding history

Phillips 66 in every 13F filed by Straight Path Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PSX overview All 13F holders of PSX Full Q2 2026 holdings

Shares (Q1 2024): 0; Sold out in Q1 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q2 2023

Holdings of PSX by Straight Path Wealth Management, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2024	0	$0	0.0%	−4,004−100.0%	Sold out	Holders
Q4 2023	4,004	$533.1K	0.3%	00.0%	Unchanged	Holders
Q3 2023	4,004	$481.1K	0.3%	00.0%	Unchanged	Holders
Q2 2023	4,004	$381.9K	0.3%	+4,004	New	Holders