Position in PSX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$276,734
+$44,637 QoQ
Shares Held
1,637
+28.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,528
of 2,091 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, 2026True Wealth Design, LLC holds $453,909 across 10 Oil & Gas Refining & Marketing names. PSX ranks #1 (61.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
1,637 | $276,734 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
206 | $53,650 | |
| 3 | PBF |
PBF Energy Inc.
|
1,143 | $52,029 | |
| 4 | DINO |
HF Sinclair Corp
|
340 | $23,681 | |
| 5 | WKC |
World Kinect Corp
|
592 | $19,500 | |
| 6 | MPC |
Marathon Petroleum Corp
|
75 | $19,175 | |
| 7 | PARR |
Par Pacific Holdings, Inc.
|
145 | $8,131 | |
| 8 | CLNE |
Clean Energy Fuels Corp.
|
284 | $582 |
All Filings in PSX
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,734 | 1,637 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $232,097 | 1,274 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $176,655 | 1,369 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $160,095 | 1,177 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $73,488 | 616 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $99,895 | 809 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,734 | 24 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,497 | 19 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,682 | 19 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,940 | 18 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,198 | 9 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $841 | 7 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $667 | 7 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $709 | 7 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $728 | 7 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||