Position in PSX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$14,031
+$2,742 QoQ
Shares Held
83
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,995
of 2,093 holders
Holding Since
Sep 2024
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Alpine Bank Wealth Management holds $52,381 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (26.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
150 | $38,350 | |
| 2 | PSX |
Phillips 66
This page
|
83 | $14,031 |
All Filings in PSX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,031 | 83 | Shares | Other | 2026-08-07 | |
| 2025-09-30 | $11,289 | 83 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $9,901 | 83 | Shares | Other | 2025-07-17 | |
| 2025-03-31 | $10,248 | 83 | Shares | Other | 2025-04-23 | |
| 2024-09-30 | $10,910 | 83 | Shares | Other | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||