Vise Technologies, Inc.

Position in PSX — Phillips 66

CIK 1812090 NEW YORK, NY

Position in PSX

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$4,949,276

+$1,246,104 QoQ

Shares Held

29,277

+44.0% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#435

of 2,093 holders

Holding Since

Dec 2021

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Vise Technologies, Inc. holds $14,454,012 across 5 Oil & Gas Refining & Marketing names. PSX ranks #2 (34.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	20,628	$5,273,960
2	PSX	Phillips 66 This page	29,277	$4,949,276
3	VLO	Valero Energy Corp/Tx	12,684	$3,303,420
4	DINO	HF Sinclair Corp	10,201	$710,499
5	PBF	PBF Energy Inc.	4,764	$216,857

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,949,276	29,277	+44.0%	Shares	Sole	2026-08-11
2026-03-31	$3,703,172	20,327	0.0%	Shares	Sole	2026-04-21
2025-12-31	$2,622,996	20,327	+30.6%	Shares	Sole	2026-02-11
2025-09-30	$2,117,695	15,569	-11.2%	Shares	Sole	2025-11-13
2025-06-30	$2,091,448	17,531	+85.5%	Shares	Sole	2025-08-07
2024-12-31	$1,076,524	9,449	+63.6%	Shares	Sole	2025-02-18
2024-09-30	$759,123	5,775	+58.3%	Shares	Sole	2024-11-13
2024-06-30	$514,846	3,647	+21.9%	Shares	Sole	2024-08-02
2024-03-31	$488,549	2,991	-25.3%	Shares	Sole	2024-05-15
2023-12-31	$533,225	4,005	-40.4%	Shares	Sole	2024-02-08
2023-09-30	$807,888	6,724	+13.5%	Shares	Sole	2023-10-31
2023-06-30	$564,935	5,923	-4.6%	Shares	Sole	2023-08-08
2023-03-31	$629,468	6,209	+57.0%	Shares	Sole	2023-05-10
2022-12-31	$411,740	3,956	-16.5%	Shares	Sole	2023-02-10
2022-06-30	$388,386	4,737	-28.8%	Shares	Sole	2022-08-15
2022-03-31	$574,579	6,651	-21.9%	Shares	Sole	2022-06-08
2021-12-31	$617,141	8,517	—	Shares	Sole	2022-06-07
No filing history on record for this holder in this stock.