Activest Wealth Management

Position in PSX — Phillips 66

CIK 1883134 AVENTURA, FL

Position in PSX

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$59,674

-$14,473 QoQ

Shares Held

353

-13.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,861

of 2,093 holders

Holding Since

Jun 2022

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Activest Wealth Management holds $71,241 across 5 Oil & Gas Refining & Marketing names. PSX ranks #1 (83.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	353	$59,674
2	PBF	PBF Energy Inc.	98	$4,460
3	VLO	Valero Energy Corp/Tx	14	$3,646
4	MPC	Marathon Petroleum Corp	10	$2,556
5	DINO	HF Sinclair Corp	13	$905

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$59,674	353	-13.3%	Shares	Sole	2026-07-16
2026-03-31	$74,147	407	+1.8%	Shares	Sole	2026-04-15
2025-12-31	$51,616	400	+455.6%	Shares	Sole	2026-01-30
2025-09-30	$9,793	72	+10.8%	Shares	Sole	2025-11-03
2025-06-30	$7,754	65	-33.7%	Shares	Sole	2025-07-29
2025-03-31	$12,101	98	—	Shares	Sole	2025-05-15
2024-12-31	$0	0	-100.0%	Shares	Sole	2025-01-28
2022-06-30	$2,295	28	—	Shares	Sole	2022-10-13
No filing history on record for this holder in this stock.