Position in PSX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,645,025
-$135,602 QoQ
Shares Held
9,731
-0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#708
of 2,091 holders
Holding Since
Sep 2020
24 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, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $2,076,313 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (79.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
9,731 | $1,645,025 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
1,656 | $431,288 |
All Filings in PSX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,645,025 | 9,731 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,780,627 | 9,774 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,264,462 | 9,799 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,335,580 | 9,819 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,225,091 | 10,269 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,271,103 | 10,294 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,171,086 | 10,279 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,357,747 | 10,329 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,463,509 | 10,367 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,701,512 | 10,417 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,410,884 | 10,597 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $1,279,237 | 10,647 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,015,510 | 10,647 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,099,668 | 10,847 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,139,363 | 10,947 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $909,875 | 11,272 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $899,594 | 10,972 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $947,871 | 10,972 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $803,001 | 11,082 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $827,054 | 11,810 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $955,605 | 11,135 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $907,947 | 11,135 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $810,254 | 11,585 | Shares | Sole | 2021-03-05 | |
| 2020-09-30 | $707,875 | 13,655 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||