Position in PSX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$710,010
-$55,146 QoQ
Shares Held
4,200
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,012
of 2,093 holders
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Jupiter Wealth Management LLC holds $3,266,710 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (21.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
10,000 | $2,556,700 | |
| 2 | PSX |
Phillips 66
This page
|
4,200 | $710,010 |
All Filings in PSX
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $710,010 | 4,200 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $765,156 | 4,200 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $290,340 | 2,250 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $210,831 | 1,550 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $838,410 | 7,359 | Shares | Sole | 2025-02-20 | |
| 2024-09-30 | $1,071,843 | 8,154 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,052,987 | 7,459 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,412,891 | 8,650 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,151,661 | 8,650 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,039,297 | 8,650 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $729,657 | 7,650 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $876,937 | 8,650 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,098,044 | 10,550 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $762,804 | 9,450 | Shares | Sole | 2022-11-14 | |
| 2020-03-31 | $605,708 | 11,290 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||