Align Wealth Management, LLC
- SEC CIK
- 0001961312
- Latest filing
- Jan 9, 2023
PSX holding history
Phillips 66 in every 13F filed by Align Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
PSX overviewAll 13F holders of PSXFull Q4 2022 holdings
- Shares (Q4 2022)
- 352
- Value
- $28.4K
- % of portfolio
- <0.1%
- Quarters held
- 1
- Since Q4 2022