Position in PSX
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$208,413
-$11,765 QoQ
Shares Held
1,144
-31.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
5 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 Mar 31, 2026Leo Wealth, LLC holds $208,413 across 1 Oil & Gas Refining & Marketing name. PSX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
1,144 | $208,413 |
All Filings in PSX
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $208,413 | 1,144 | Shares | Sole | 2026-05-05 | |
| 2024-09-30 | $220,178 | 1,675 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $247,753 | 1,755 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $266,570 | 1,632 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $216,885 | 1,629 | Shares | Sole | 2024-03-14 | |
| No filing history on record for this holder in this stock. | ||||||