Position in PSX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,553,162
-$207,411 QoQ
Shares Held
15,103
-0.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.21%
of 13F equity value
Holder Rank
#588
of 2,093 holders
Holding Since
Mar 2020
26 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, 2026Mattern Wealth Management LLC holds $3,095,658 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (82.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
15,103 | $2,553,162 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
2,083 | $542,496 |
All Filings in PSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,553,162 | 15,103 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,760,573 | 15,153 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,952,246 | 15,129 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $2,094,435 | 15,398 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,882,673 | 15,781 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,273,390 | 18,411 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,277,232 | 19,988 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,748,225 | 20,907 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $4,887,587 | 34,622 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $5,992,127 | 36,685 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,874,388 | 36,611 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $4,250,186 | 35,374 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $3,306,252 | 34,664 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $3,080,735 | 30,388 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $3,169,756 | 30,455 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,166,444 | 26,839 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,164,781 | 26,403 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $2,205,795 | 25,533 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $1,385,507 | 19,121 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $1,311,031 | 18,721 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $1,632,210 | 19,019 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,130,389 | 13,863 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,197,162 | 17,117 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $873,141 | 16,843 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,207,848 | 16,799 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $1,022,354 | 19,056 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||