Position in PSX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$16,059
-$1,248 QoQ
Shares Held
95
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,985
of 2,093 holders
Holding Since
Dec 2021
11 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, 2026Western Pacific Wealth Management, LP holds $556,801 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
2,115 | $540,742 | |
| 2 | PSX |
Phillips 66
This page
|
95 | $16,059 |
All Filings in PSX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,059 | 95 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $17,307 | 95 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $12,258 | 95 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $12,921 | 95 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $11,333 | 95 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $385,875 | 3,125 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $300,205 | 2,635 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $111,075 | 845 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $119,288 | 845 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $138,022 | 845 | Shares | Sole | 2024-05-15 | |
| 2021-12-31 | $18,115 | 250 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||