ELEVATION POINT WEALTH PARTNERS, LLC

Position in PSX — Phillips 66

CIK 1744349 DENVER, CO

Position in PSX

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,653,915

-$50,729 QoQ

Shares Held

15,699

+5.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#576

of 2,093 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

ELEVATION POINT WEALTH PARTNERS, LLC holds $5,983,639 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (44.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	15,699	$2,653,915
2	MPC	Marathon Petroleum Corp	7,098	$1,814,745
3	VLO	Valero Energy Corp/Tx	5,817	$1,514,979

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,653,915	15,699	+5.7%	Shares	Sole	2026-08-12
2026-03-31	$2,704,644	14,846	+40.1%	Shares	Sole	2026-04-27
2025-12-31	$1,367,565	10,598	-5.6%	Shares	Sole	2026-02-12
2025-09-30	$1,527,640	11,231	+398.0%	Shares	Sole	2025-11-14
2025-06-30	$269,021	2,255	-2.5%	Shares	Sole	2026-02-03
2025-03-31	$285,732	2,314	-42.9%	Shares	Sole	2026-02-03
2024-12-31	$461,644	4,052	-14.7%	Shares	Sole	2026-02-03
2024-09-30	$624,518	4,751	-27.8%	Shares	Sole	2026-02-03
2024-06-30	$929,463	6,584	-0.2%	Shares	Sole	2026-02-03
2024-03-31	$1,077,553	6,597	+15.1%	Shares	Sole	2026-02-03
2023-12-31	$763,025	5,731	+121.6%	Shares	Sole	2024-02-13
2023-09-30	$310,707	2,586	-96.2%	Shares	Sole	2023-10-11
2023-06-30	$6,563,002	68,809	-2.9%	Shares	Sole	2023-08-14
2023-03-31	$7,184,090	70,863	+1.5%	Shares	Sole	2023-05-11
2022-12-31	$7,267,906	69,830	-10.9%	Shares	Sole	2023-02-14
2022-09-30	$6,322,797	78,330	+3.4%	Shares	Sole	2022-11-07
2022-06-30	$6,212,874	75,776	-10.2%	Shares	Sole	2022-08-02
2022-03-31	$7,292,352	84,412	+15.7%	Shares	Sole	2022-05-03
2021-12-31	$5,288,420	72,984	+1900.7%	Shares	Sole	2022-02-02
2021-03-31	$297,457	3,648	-26.7%	Shares	Sole	2021-05-04
2020-12-31	$348,161	4,978	-39.3%	Shares	Sole	2021-02-12
2020-09-30	$425,191	8,202	-63.0%	Shares	Sole	2020-11-16
2020-06-30	$1,593,160	22,158	-9.2%	Shares	Sole	2020-07-09
2020-03-31	$1,308,577	24,391	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.