Position in PSX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$286,032
New position
Shares Held
1,692
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,515
of 2,097 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 20261900 WEALTH MANAGEMENT LLC holds $1,055,204 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (27.1% of the industry book) .
All Filings in PSX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,032 | 1,692 | Shares | Sole | 2026-08-04 | |
| No filing history on record for this holder in this stock. | ||||||