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Equibles

Geneos Wealth Management Inc.

Position in PSX — Phillips 66

CIK 1764754 ENGLEWOOD, CO
Back to PSX Full portfolio

Position in PSX

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$3,114,239
-$231,861 QoQ
Shares Held
18,422
+0.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#536
of 2,105 holders
Holding Since
Mar 2020
26 quarters on record

Common Shares in PSX Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Refining & Marketing

Energy · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $8,032,967 across 6 Oil & Gas Refining & Marketing names. PSX ranks #2 (38.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 VLO
Valero Energy Corp/Tx
 15,922 $4,146,725
2 PSX
Phillips 66
This page 		18,422 $3,114,239
3 MPC
Marathon Petroleum Corp
 2,835 $724,824
4 CAPL
CrossAmerica Partners LP
 1,200 $26,904
5 SUN
Sunoco LP
 288 $19,440
6 DINO
HF Sinclair Corp
 12 $835

All Filings in PSX

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,114,239 18,422
2026-03-31 $3,346,100 18,367
2025-12-31 $2,739,906 21,233
2025-09-30 $2,891,513 21,258
2025-06-30 $2,631,042 22,054
2025-03-31 $906,466 7,341
2024-12-31 $498,443 4,375
2024-09-30 $573,910 4,366
2024-06-30 $540,398 3,828
2024-03-31 $715,429 4,380
2023-12-31 $5,854,698 43,974
2023-09-30 $7,068,664 58,832
2023-06-30 $5,531,753 57,997
2023-03-31 $4,949,675 48,823
2022-12-31 $6,011,036 57,754
2022-09-30 $3,629,655 44,966
2022-06-30 $5,360,342 65,378
2022-03-31 $5,291,905 61,256
2021-12-31 $5,718,035 78,913
2021-09-30 $6,373,710 91,014
2021-06-30 $7,551,387 87,991
2021-03-31 $7,286,903 89,366
2020-12-31 $6,264,106 89,564
2020-09-30 $4,573,946 88,232
2020-06-30 $7,158,364 99,560
2020-03-31 $5,128,618 95,594