SEC 13F Intelligence

Nicholson Wealth Management Group, LLC / PSX

Nicholson Wealth Management Group, LLC’s Phillips 66 Position

Does Nicholson Wealth Management Group, LLC own Phillips 66 (PSX)? Yes — 12.9K shares worth $2M (+1.37% of its 13F portfolio) as of Q1 2026, down from 13.3K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
12.9K
% of Portfolio
+1.37%
Quarters Held
7
currently held

Position History PSX

Reported value by quarter
Q3 ’24: $671,710Q3 ’24Q4 ’24: $1MQ4 ’24Q1 ’25: $1MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202612.9K$2M+1.37%
Q4 202513.3K$2M+1.00%
Q3 202513.5K$2M+1.07%
Q2 202513.1K$2M+0.96%
Q1 202511.9K$1M+0.97%
Q4 202411.9K$1M+0.91%
Q3 20245.1K$671,710+0.55%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Nicholson Wealth Management Group, LLC’s full portfolio or all institutional holders of PSX.