Position in PSX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$303,444
-$23,204 QoQ
Shares Held
1,795
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,475
of 2,093 holders
Holding Since
Sep 2023
12 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, 2026VIAWEALTH, LLC holds $3,098,225 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
10,731 | $2,794,781 | |
| 2 | PSX |
Phillips 66
This page
|
1,795 | $303,444 |
All Filings in PSX
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,444 | 1,795 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $326,648 | 1,793 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $231,239 | 1,792 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $243,611 | 1,791 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $213,666 | 1,791 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $221,152 | 1,791 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $204,048 | 1,791 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $235,426 | 1,791 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $252,835 | 1,791 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $292,215 | 1,789 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $237,921 | 1,787 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $214,467 | 1,785 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||