Position in PSX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,825,908
-$1,577,395 QoQ
Shares Held
10,801
-42.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#677
of 2,093 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 38%
Shared 0%
None 62%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Sendero Wealth Management, LLC holds $2,918,640 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (62.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
10,801 | $1,825,908 | |
| 2 | MPC |
Marathon Petroleum Corp
|
4,274 | $1,092,732 |
All Filings in PSX
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,825,908 | 10,801 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $3,403,303 | 18,681 | Shares | Other | 2026-04-22 | |
| 2025-12-31 | $2,950,241 | 22,863 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $3,749,663 | 27,567 | Shares | Other | 2025-10-08 | |
| 2025-06-30 | $3,196,046 | 26,790 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $8,970,944 | 72,651 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $2,591,451 | 22,746 | Shares | Other | 2025-01-14 | |
| 2024-09-30 | $5,323,855 | 40,501 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $4,574,331 | 32,403 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $4,912,286 | 30,074 | Shares | Other | 2024-04-16 | |
| 2023-12-31 | $3,178,450 | 23,873 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $504,630 | 4,200 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $450,765 | 4,726 | Shares | Sole | 2023-07-20 | |
| No filing history on record for this holder in this stock. | ||||||