Position in PSX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$975,925
-$107,317 QoQ
Shares Held
5,773
-2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#896
of 2,093 holders
Holding Since
Mar 2020
12 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, 2026EPG Wealth Management LLC holds $975,925 across 1 Oil & Gas Refining & Marketing name. PSX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
5,773 | $975,925 |
All Filings in PSX
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $975,925 | 5,773 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,083,242 | 5,946 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $750,754 | 5,818 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $800,477 | 5,885 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $650,423 | 5,452 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $660,246 | 5,347 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $579,447 | 5,086 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $643,447 | 4,895 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $697,222 | 0 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $766,881 | 4,695 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $575,963 | 4,326 | Shares | Sole | 2024-02-15 | |
| 2020-03-31 | $23,605 | 440 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||