Position in PSX
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$549,243
-$47,578 QoQ
Shares Held
3,249
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#1,139
of 2,096 holders
Holding Since
Dec 2024
7 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, 2026LVZ, Inc. holds $1,842,933 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (29.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
5,060 | $1,293,690 | |
| 2 | PSX |
Phillips 66
This page
|
3,249 | $549,243 |
All Filings in PSX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $549,243 | 3,249 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $596,821 | 3,276 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $718,881 | 5,571 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $756,679 | 5,563 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $673,209 | 5,643 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $696,797 | 5,643 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $642,906 | 5,643 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||