Position in PSX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$225,850
-$279,699 QoQ
Shares Held
1,336
-51.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,647
of 2,093 holders
Holding Since
Mar 2021
9 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, 2026WealthShield Partners, LLC holds $2,096,587 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
7,317 | $1,870,737 | |
| 2 | PSX |
Phillips 66
This page
|
1,336 | $225,850 |
All Filings in PSX
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,850 | 1,336 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $505,549 | 2,775 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $381,184 | 2,954 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $271,495 | 1,996 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $215,694 | 1,808 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $213,003 | 1,725 | Shares | Sole | 2025-05-09 | |
| 2024-06-30 | $212,884 | 1,508 | Shares | Sole | 2024-07-26 | |
| 2021-06-30 | $97,834 | 1,140 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $118,559 | 1,454 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||