Position in PSX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$236,331
-$18,356 QoQ
Shares Held
1,398
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,619
of 2,093 holders
Holding Since
Mar 2020
15 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, 2026LIBERTY WEALTH MANAGEMENT LLC holds $572,281 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (41.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
1,314 | $335,950 | |
| 2 | PSX |
Phillips 66
This page
|
1,398 | $236,331 |
All Filings in PSX
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,331 | 1,398 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $254,687 | 1,398 | Shares | Sole | 2026-05-12 | |
| 2024-06-30 | $213,872 | 1,515 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $308,385 | 1,888 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $254,297 | 1,910 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $229,967 | 1,914 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $202,050 | 1,993 | Shares | Sole | 2023-05-03 | |
| 2022-03-31 | $219,344 | 2,539 | Shares | Sole | 2022-05-09 | |
| 2021-09-30 | $210,649 | 3,008 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $222,874 | 2,597 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $204,910 | 2,513 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $175,759 | 2,513 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $135,406 | 2,612 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $186,652 | 2,596 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $133,642 | 2,491 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||