Position in PSX
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$213,510
-$14,579 QoQ
Shares Held
1,263
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,680
of 2,091 holders
Holding Since
Dec 2025
3 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, 2026Arista Wealth Management, LLC holds $1,559,203 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
5,167 | $1,345,693 | |
| 2 | PSX |
Phillips 66
This page
|
1,263 | $213,510 |
All Filings in PSX
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,510 | 1,263 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $228,089 | 1,252 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $484,287 | 3,753 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||