Position in PSX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$437,501
+$43,446 QoQ
Shares Held
2,588
+19.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,247
of 2,093 holders
Holding Since
Dec 2022
15 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, 2026MOSAIC FAMILY WEALTH PARTNERS, LLC holds $1,138,084 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (38.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
2,690 | $700,583 | |
| 2 | PSX |
Phillips 66
This page
|
2,588 | $437,501 |
All Filings in PSX
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $437,501 | 2,588 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $394,055 | 2,163 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $278,468 | 2,158 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $351,611 | 2,585 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $311,730 | 2,613 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $320,554 | 2,596 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $296,787 | 2,605 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $434,705 | 3,307 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $470,943 | 3,336 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $633,105 | 3,876 | Shares | Sole | 2024-06-13 | |
| 2023-12-31 | $515,917 | 3,875 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $477,476 | 3,974 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $378,944 | 3,973 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $402,579 | 3,971 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $413,093 | 3,969 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||