Position in PSX
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$2,463,255
+$747,540 QoQ
Shares Held
13,521
+1.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
20 quarters on record
Voting authority
Sole 0.3106279121366763.ToString("F0")%
Shared 0.ToString("F0")%
None 99.68937208786332.ToString("F0")%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026Apollon Wealth Management, LLC holds $9,788,851 across 6 Oil & Gas Refining & Marketing names. PSX ranks #2 (25.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
10,681 | $2,608,086 | |
| 2 | PSX |
Phillips 66
This page
|
13,521 | $2,463,255 | |
| 3 | VLO |
Valero Energy Corp/Tx
|
9,938 | $2,455,481 | |
| 4 | SUN |
Sunoco LP
|
22,231 | $1,444,348 | |
| 5 | DKL |
Delek Logistics Partners, LP
|
9,641 | $479,736 | |
| 6 | CAPL |
CrossAmerica Partners LP
|
16,263 | $337,945 |
All Filings in PSX
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,463,255 | 13,521 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,715,715 | 13,296 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,902,919 | 13,990 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,804,531 | 15,126 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,787,249 | 14,474 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,579,753 | 13,866 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,468,165 | 11,169 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,803,729 | 12,777 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,882,983 | 11,528 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,397,970 | 10,500 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,017,910 | 8,472 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $864,524 | 9,064 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $994,335 | 9,808 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,015,092 | 9,753 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $874,924 | 10,839 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $921,977 | 11,245 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,160,304 | 13,431 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $998,498 | 13,780 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $357,993 | 5,112 | Shares | Sole | 2021-11-15 | |
| 2020-06-30 | $790 | 11 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||