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ORG Wealth Partners, LLC

SEC CIK
0002032602
Latest filing
Jul 30, 2026

PSX holding history

Phillips 66 in every 13F filed by ORG Wealth Partners, 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 Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q3 2024
Holdings of PSX by ORG Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−176−100.0%Sold outHolders
Q2 2025176$21.7K<0.1%00.0%UnchangedHolders
Q1 2025176$21.9K<0.1%−54−23.5%ReducedHolders
Q4 2024230$26.2K<0.1%−339−59.6%ReducedHolders
Q3 2024569$74.8K<0.1%–No prior filingHolders