Position in PSX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$27,949,543
+$1,609,777 QoQ
Shares Held
165,333
+14.4% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#15
of 792 holders
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $116,123,257 across 11 Oil & Gas Refining & Marketing names. PSX ranks #2 (24.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
177,480 | $46,222,891 | |
| 2 | PSX |
Phillips 66
This page
|
165,333 | $27,949,543 | |
| 3 | MPC |
Marathon Petroleum Corp
|
90,850 | $23,227,619 | |
| 4 | DINO |
HF Sinclair Corp
|
141,221 | $9,836,042 | |
| 5 | PBF |
PBF Energy Inc.
|
90,689 | $4,128,163 | |
| 6 | WKC |
World Kinect Corp
|
45,838 | $1,509,903 | |
| 7 | PARR |
Par Pacific Holdings, Inc.
|
23,472 | $1,316,309 | |
| 8 | SUN |
Sunoco LP
|
19,030 | $1,284,525 |
All Filings in PSX
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,949,543 | 165,333 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $26,339,766 | 144,581 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $19,514,203 | 151,226 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $18,660,311 | 137,188 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $22,184,789 | 185,958 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $19,625,170 | 158,934 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $15,051,178 | 132,109 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $16,206,207 | 123,288 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $16,075,592 | 113,874 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $19,973,541 | 122,282 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $15,648,476 | 117,534 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $11,817,112 | 98,353 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $283,373 | 2,971 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $9,887,895 | 97,533 | Shares | Sole | 2023-04-25 | |
| 2022-09-30 | $1,539,007 | 19,066 | Shares | Sole | 2022-10-17 | |
| No filing history on record for this holder in this stock. | ||||||