Position in PSX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,214,923
-$173,975 QoQ
Shares Held
24,933
+3.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#467
of 2,093 holders
Holding Since
Mar 2021
20 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, 2026Integrated Wealth Concepts LLC holds $15,601,262 across 15 Oil & Gas Refining & Marketing names. PSX ranks #2 (27.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
19,344 | $5,037,951 | |
| 2 | PSX |
Phillips 66
This page
|
24,933 | $4,214,923 | |
| 3 | MPC |
Marathon Petroleum Corp
|
15,701 | $4,014,274 | |
| 4 | DINO |
HF Sinclair Corp
|
13,311 | $927,111 | |
| 5 | PBF |
PBF Energy Inc.
|
8,690 | $395,568 | |
| 6 | UGP |
Ultrapar Holdings Inc
|
42,165 | $211,668 | |
| 7 | WKC |
World Kinect Corp
|
5,955 | $196,157 | |
| 8 | SUN |
Sunoco LP
|
2,818 | $190,215 |
All Filings in PSX
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,214,923 | 24,933 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,388,898 | 24,091 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,225,105 | 9,494 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,988,748 | 14,621 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,414,182 | 11,854 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $1,230,231 | 9,963 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $1,104,779 | 9,697 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $1,284,135 | 9,769 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,392,783 | 9,866 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,579,824 | 9,672 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,233,142 | 9,262 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $1,202,100 | 10,005 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $1,287,820 | 13,502 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $1,271,913 | 12,546 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $487,927 | 4,688 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $261,129 | 3,235 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $383,057 | 4,672 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $363,701 | 4,210 | Shares | Other | 2022-05-12 | |
| 2021-09-30 | $208,759 | 2,981 | Shares | Other | 2021-11-15 | |
| 2021-03-31 | $262,151 | 3,215 | Shares | Other | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||