Bogart Wealth, LLC

Position in PSX — Phillips 66

CIK 1715740 MCLEAN, VA

Position in PSX

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$23,836

+$1,428 QoQ

Shares Held

141

+14.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,954

of 2,093 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Bogart Wealth, LLC holds $400,429 across 6 Oil & Gas Refining & Marketing names. PSX ranks #4 (6.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	959	$249,761
2	DINO	HF Sinclair Corp	1,126	$78,425
3	MPC	Marathon Petroleum Corp	175	$44,742
4	PSX	Phillips 66 This page	141	$23,836
5	IEP	Icahn Enterprises L.P.	345	$2,487
6	CLNE	Clean Energy Fuels Corp.	575	$1,178

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,836	141	+14.6%	Shares	Sole	2026-07-24
2026-03-31	$22,408	123	+0.8%	Shares	Sole	2026-04-28
2025-12-31	$15,742	122	0.0%	Shares	Sole	2026-01-30
2025-09-30	$16,594	122	-44.3%	Shares	Sole	2025-10-27
2025-06-30	$26,126	219	-13.1%	Shares	Sole	2025-07-30
2025-03-31	$31,116	252	+14.5%	Shares	Sole	2025-05-02
2024-12-31	$25,064	220	+120.0%	Shares	Sole	2025-01-30
2024-09-30	$13,145	100	+53.8%	Shares	Sole	2024-10-23
2024-06-30	$9,176	65	0.0%	Shares	Sole	2024-07-31
2024-03-31	$10,617	65	0.0%	Shares	Sole	2024-04-25
2023-12-31	$8,654	65	0.0%	Shares	Sole	2024-02-07
2023-09-30	$7,809	65	-1.5%	Shares	Sole	2023-10-30
2023-06-30	$6,295	66	+6500.0%	Shares	Sole	2023-07-31
2023-03-31	$101	1	-98.0%	Shares	Sole	2023-04-21
2022-12-31	$5,308	51	-60.5%	Shares	Sole	2023-02-06
2022-09-30	$10,412	129	+152.9%	Shares	Sole	2022-11-03
2022-06-30	$4,181	51	+5000.0%	Shares	Sole	2022-07-22
2022-03-31	$86	1	-93.3%	Shares	Sole	2022-04-22
2021-12-31	$1,086	15	0.0%	Shares	Sole	2022-01-19
2021-09-30	$1,050	15	-90.3%	Shares	Sole	2021-10-15
2021-06-30	$13,216	154	0.0%	Shares	Sole	2021-08-06
2021-03-31	$12,557	154	+926.7%	Shares	Sole	2021-04-16
2020-12-31	$1,049	15	+1400.0%	Shares	Sole	2021-01-14
2020-09-30	$51	1	0.0%	Shares	Sole	2020-10-06
2020-06-30	$71	1	0.0%	Shares	Sole	2020-07-08
2020-03-31	$53	1	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.