Birch Financial Group, LLC / PSX
Birch Financial Group, LLC’s Phillips 66 Position
Does Birch Financial Group, LLC own Phillips 66 (PSX)? Yes — 16.1K shares worth $3M (+1.72% of its 13F portfolio) as of Q1 2026, down from 16.1K shares the prior filed quarter.
Position Value
$3M
Q1 2026
Shares
16.1K
% of Portfolio
+1.72%
Quarters Held
2
currently held
Position History PSX
Reported value by quarter
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Birch Financial Group, LLC’s full portfolio or all institutional holders of PSX.