Position in PSX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,466
+$3,272 QoQ
Shares Held
56
+64.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,020
of 2,096 holders
Holding Since
Mar 2020
24 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, 2026HighMark Wealth Management LLC holds $133,175 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
475 | $123,709 | |
| 2 | PSX |
Phillips 66
This page
|
56 | $9,466 |
All Filings in PSX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,466 | 56 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,194 | 34 | Shares | Sole | 2026-05-06 | |
| 2025-06-30 | $10,379 | 87 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $10,619 | 86 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $9,797 | 86 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $11,173 | 85 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $11,858 | 84 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $11,923 | 73 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $9,586 | 72 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $8,650 | 72 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $6,771 | 71 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $7,096 | 70 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $7,285 | 70 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $5,569 | 69 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $5,575 | 68 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $5,874 | 68 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $4,854 | 67 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $4,621 | 66 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $9,354 | 109 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $9,947 | 122 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $10,700 | 153 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $7,879 | 152 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $13,301 | 185 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $10,515 | 196 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||