IHT Wealth Management, LLC

Position in PSX — Phillips 66

CIK 1697490 Chicago, IL

Position in PSX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,738,779

-$2,602,374 QoQ

Shares Held

16,201

-44.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#561

of 2,091 holders

Holding Since

Jun 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

IHT Wealth Management, LLC holds $8,240,207 across 5 Oil & Gas Refining & Marketing names. PSX ranks #1 (33.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	16,201	$2,738,779
2	MPC	Marathon Petroleum Corp	8,776	$2,243,759
3	VLO	Valero Energy Corp/Tx	6,383	$1,662,388
4	SUN	Sunoco LP	20,271	$1,368,292
5	DINO	HF Sinclair Corp	3,259	$226,989

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,738,779	16,201	-44.7%	Shares	Sole	2026-08-14
2026-03-31	$5,341,153	29,318	+91.3%	Shares	Sole	2026-05-15
2025-12-31	$1,977,667	15,326	+27.3%	Shares	Sole	2026-02-17
2025-09-30	$1,637,952	12,042	+0.7%	Shares	Sole	2025-11-14
2025-06-30	$1,426,350	11,956	-13.5%	Shares	Sole	2025-08-14
2025-03-31	$1,707,111	13,825	-0.8%	Shares	Sole	2025-05-15
2024-12-31	$1,587,614	13,935	-11.7%	Shares	Sole	2025-02-14
2024-09-30	$2,073,886	15,777	+32.5%	Shares	Sole	2024-11-14
2024-06-30	$1,681,475	11,911	-98.6%	Shares	Sole	2024-08-14
2024-03-31	$1,898,093	831,910	+6436.1%	Shares	Sole	2024-05-15
2023-12-31	$1,694,605	12,728	-18.2%	Shares	Sole	2024-02-14
2023-09-30	$1,868,813	15,554	+10.2%	Shares	Sole	2023-11-14
2023-06-30	$1,346,288	14,115	+76.4%	Shares	Sole	2023-08-15
2023-03-31	$811,040	8,000	+29.6%	Shares	Sole	2023-05-15
2022-12-31	$642,589	6,174	+0.3%	Shares	Sole	2023-02-15
2022-09-30	$496,912	6,156	+41.7%	Shares	Sole	2022-11-22
2022-06-30	$356,164	4,344	+17.2%	Shares	Sole	2022-08-15
2022-03-31	$320,074	3,705	-78.7%	Shares	Sole	2022-05-16
2021-06-30	$1,491,122	17,375	+392.3%	Shares	Sole	2021-08-16
2021-03-31	$287,754	3,529	+7.1%	Shares	Sole	2021-05-18
2020-12-31	$230,452	3,295	+13.2%	Shares	Sole	2021-02-17
2020-06-30	$209,300	2,911	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.