Position in PSX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,958,205
-$520,704 QoQ
Shares Held
17,499
-8.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#546
of 2,093 holders
Holding Since
Mar 2020
26 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, 2026Stratos Wealth Partners, LTD. holds $16,303,288 across 6 Oil & Gas Refining & Marketing names. PSX ranks #3 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
27,392 | $7,133,972 | |
| 2 | MPC |
Marathon Petroleum Corp
|
16,686 | $4,266,109 | |
| 3 | PSX |
Phillips 66
This page
|
17,499 | $2,958,205 | |
| 4 | DINO |
HF Sinclair Corp
|
11,378 | $792,477 | |
| 5 | SUN |
Sunoco LP
|
9,470 | $639,225 | |
| 6 | PARR |
Par Pacific Holdings, Inc.
|
9,153 | $513,300 |
All Filings in PSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,958,205 | 17,499 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,478,909 | 19,096 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,488,020 | 19,281 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,564,657 | 18,855 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,124,375 | 17,807 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,265,117 | 18,344 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,227,673 | 19,553 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $2,677,505 | 20,369 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $2,735,592 | 19,378 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $4,624,645 | 28,313 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $2,957,571 | 22,214 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $2,658,198 | 22,124 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $2,079,856 | 21,806 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,981,066 | 19,541 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $2,431,308 | 23,360 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,869,878 | 23,165 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $1,945,294 | 23,726 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,883,388 | 21,801 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $1,385,869 | 19,126 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $1,403,681 | 20,044 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $1,502,193 | 17,504 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $1,216,413 | 14,918 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,088,126 | 15,558 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $934,416 | 18,025 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,424,195 | 19,808 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $1,091,884 | 20,352 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||