Position in PSX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$203,029
+$2,449 QoQ
Shares Held
1,201
+9.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,719
of 2,093 holders
Holding Since
Jun 2022
11 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, 2026WealthBridge Capital Management, LLC holds $842,930 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (24.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
2,457 | $639,901 | |
| 2 | PSX |
Phillips 66
This page
|
1,201 | $203,029 |
All Filings in PSX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,029 | 1,201 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $200,580 | 1,101 | Shares | Sole | 2026-04-17 | |
| 2024-09-30 | $380,547 | 2,895 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $290,386 | 2,057 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $325,373 | 1,992 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $246,309 | 1,850 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $222,998 | 1,856 | Shares | Sole | 2023-11-08 | |
| 2023-03-31 | $287,310 | 2,834 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $216,902 | 2,084 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $354,199 | 4,388 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $359,772 | 4,388 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||