Position in PSX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$316,292
-$24,566 QoQ
Shares Held
1,871
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,447
of 2,096 holders
Holding Since
Mar 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026TCV Trust & Wealth Management, Inc. holds $1,304,200 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (24.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
3,864 | $987,908 | |
| 2 | PSX |
Phillips 66
This page
|
1,871 | $316,292 |
All Filings in PSX
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $316,292 | 1,871 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $340,858 | 1,871 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $236,401 | 1,832 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $249,188 | 1,832 | Shares | Sole | 2025-10-23 | |
| 2025-03-31 | $201,518 | 1,632 | Shares | Sole | 2025-04-24 | |
| 2024-09-30 | $214,526 | 1,632 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $246,341 | 1,745 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $285,028 | 1,745 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $232,329 | 1,745 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $292,925 | 2,438 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $222,998 | 2,338 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $267,440 | 2,638 | Shares | Sole | 2023-04-21 | |
| 2022-06-30 | $236,950 | 2,890 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $208,544 | 2,414 | Shares | Sole | 2022-04-21 | |
| No filing history on record for this holder in this stock. | ||||||