Position in PSX
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$562,936
-$43,723 QoQ
Shares Held
3,330
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,127
of 2,091 holders
Holding Since
Sep 2024
8 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, 2026Forza Wealth Management, LLC holds $1,439,056 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (39.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
3,364 | $876,120 | |
| 2 | PSX |
Phillips 66
This page
|
3,330 | $562,936 |
All Filings in PSX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $562,936 | 3,330 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $606,659 | 3,330 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $408,669 | 3,167 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $363,717 | 2,674 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $296,221 | 2,483 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $275,977 | 2,235 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $248,937 | 2,185 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $258,167 | 1,964 | Shares | Sole | 2024-10-28 | |
| No filing history on record for this holder in this stock. | ||||||