Position in PSX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$286,877
-$22,282 QoQ
Shares Held
1,697
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#1,508
of 2,093 holders
Holding Since
Sep 2023
11 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, 2026Crestmont Private Wealth LLC holds $1,051,528 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (27.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
2,936 | $764,651 | |
| 2 | PSX |
Phillips 66
This page
|
1,697 | $286,877 |
All Filings in PSX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,877 | 1,697 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $309,159 | 1,697 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $219,109 | 1,698 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $230,961 | 1,698 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $202,571 | 1,698 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $209,669 | 1,698 | Shares | Sole | 2025-04-10 | |
| 2024-09-30 | $223,202 | 1,698 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $239,706 | 1,698 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $285,354 | 1,747 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $226,071 | 1,698 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $210,142 | 1,749 | Shares | Sole | 2023-10-11 | |
| No filing history on record for this holder in this stock. | ||||||