Segment Wealth Management, LLC

Position in PSX — Phillips 66

CIK 1575581 HOUSTON, TX

Position in PSX

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$2,397,129

-$86,166 QoQ

Shares Held

14,180

+4.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#604

of 2,097 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Segment Wealth Management, LLC holds $26,717,439 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (9.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	91,147	$23,303,553
2	PSX	Phillips 66 This page	14,180	$2,397,129
3	VLO	Valero Energy Corp/Tx	3,904	$1,016,757

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,397,129	14,180	+4.0%	Shares	Sole	2026-07-16
2026-03-31	$2,483,295	13,631	-3.1%	Shares	Sole	2026-04-20
2025-12-31	$1,815,721	14,071	+0.4%	Shares	Sole	2026-01-29
2025-09-30	$1,907,136	14,021	+0.7%	Shares	Sole	2025-10-20
2025-06-30	$1,660,894	13,922	+1.6%	Shares	Sole	2025-07-21
2025-03-31	$1,691,676	13,700	+30.9%	Shares	Sole	2025-04-22
2024-12-31	$1,192,505	10,467	+2.6%	Shares	Sole	2025-01-17
2024-09-30	$1,341,447	10,205	+1.7%	Shares	Sole	2024-10-22
2024-06-30	$1,416,076	10,031	+0.7%	Shares	Sole	2024-07-23
2024-03-31	$1,627,846	9,966	+6.3%	Shares	Sole	2024-04-24
2023-12-31	$1,248,054	9,374	+107.7%	Shares	Sole	2024-01-26
2023-09-30	$542,236	4,513	+16.7%	Shares	Sole	2023-10-25
2023-06-30	$368,929	3,868	-0.6%	Shares	Sole	2023-08-22
2023-03-31	$394,672	3,893	-11.1%	Shares	Sole	2023-04-20
2022-12-31	$455,662	4,378	+7.0%	Shares	Sole	2023-01-13
2022-09-30	$330,386	4,093	0.0%	Shares	Sole	2022-10-24
2022-06-30	$335,585	4,093	-0.4%	Shares	Sole	2022-07-20
2022-03-31	$354,890	4,108	+0.4%	Shares	Sole	2022-04-25
2021-12-31	$296,578	4,093	0.0%	Shares	Sole	2022-01-24
2021-09-30	$286,632	4,093	-10.7%	Shares	Sole	2021-10-19
2021-06-30	$393,398	4,584	0.0%	Shares	Sole	2021-07-20
2021-03-31	$373,779	4,584	+4.3%	Shares	Sole	2021-05-10
2020-12-31	$307,316	4,394	-12.8%	Shares	Sole	2021-01-27
2020-09-30	$261,118	5,037	-18.3%	Shares	Sole	2020-10-27
2020-06-30	$443,335	6,166	+28.8%	Shares	Sole	2020-07-15
2020-03-31	$256,768	4,786	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.