Position in PSX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$145,926
+$78,439 QoQ
Shares Held
801
+53.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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, 2026Wealth Preservation Advisors, LLC holds $515,175 across 1 Oil & Gas Refining & Marketing name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
2,015 | $515,175 |
All Filings in PSX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $145,926 | 801 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $67,487 | 523 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $72,634 | 534 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $62,393 | 523 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $63,839 | 517 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||