Position in PSX
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$3,346,100
+$606,194 QoQ
Shares Held
18,367
-13.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026Geneos Wealth Management Inc. holds $9,200,213 across 8 Oil & Gas Refining & Marketing names. PSX ranks #2 (36.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
20,613 | $5,093,060 | |
| 2 | PSX |
Phillips 66
This page
|
18,367 | $3,346,100 | |
| 3 | MPC |
Marathon Petroleum Corp
|
2,935 | $716,668 | |
| 4 | CAPL |
CrossAmerica Partners LP
|
1,200 | $24,936 | |
| 5 | SUN |
Sunoco LP
|
245 | $15,917 | |
| 6 | DK |
Delek US Holdings, Inc.
|
50 | $2,253 | |
| 7 | DINO |
HF Sinclair Corp
|
12 | $748 | |
| 8 | CSAN |
Cosan S.A.
|
129 | $531 |
All Filings in PSX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,346,100 | 18,367 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,739,906 | 21,233 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,891,513 | 21,258 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,631,042 | 22,054 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $569,119 | 4,609 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $498,443 | 4,375 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $573,910 | 4,366 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $540,398 | 3,828 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $715,429 | 4,380 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $5,854,698 | 43,974 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $7,068,664 | 58,832 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $5,531,753 | 57,997 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $4,949,675 | 48,823 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $6,011,036 | 57,754 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $3,629,655 | 44,966 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,360,342 | 65,378 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $5,291,905 | 61,256 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,718,035 | 78,913 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $6,373,710 | 91,014 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $7,551,387 | 87,991 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $7,286,903 | 89,366 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $6,264,106 | 89,564 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $4,573,946 | 88,232 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $7,158,364 | 99,560 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $5,128,618 | 95,594 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||