Position in PSX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$393,886
-$235,727 QoQ
Shares Held
2,330
-32.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#1,309
of 2,096 holders
Holding Since
Sep 2025
4 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, 2026waypoint wealth counsel holds $648,856 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (60.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
2,330 | $393,886 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
979 | $254,970 |
All Filings in PSX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $393,886 | 2,330 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $629,613 | 3,456 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $561,065 | 4,348 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $516,739 | 3,799 | Shares | Other | 2025-10-20 | |
| No filing history on record for this holder in this stock. | ||||||