Position in PSX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$645,771
-$77,665 QoQ
Shares Held
3,820
-3.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.70%
of 13F equity value
Holder Rank
#1,067
of 2,097 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Biltmore Wealth Management, LLC holds $1,575,281 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (41.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
3,569 | $929,510 | |
| 2 | PSX |
Phillips 66
This page
|
3,820 | $645,771 |
All Filings in PSX
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $645,771 | 3,820 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $723,436 | 3,971 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $528,934 | 4,099 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $554,009 | 4,073 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $431,030 | 3,613 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $435,637 | 3,528 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $409,008 | 3,590 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $469,013 | 3,568 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $479,413 | 3,396 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||