Position in PSX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,288,330
+$844,540 QoQ
Shares Held
7,621
+212.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#792
of 2,093 holders
Holding Since
Mar 2024
4 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, 2026ELEVATUS WELATH MANAGEMENT holds $1,516,131 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (85.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
7,621 | $1,288,330 | |
| 2 | MPC |
Marathon Petroleum Corp
|
891 | $227,801 |
All Filings in PSX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,288,330 | 7,621 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $443,790 | 2,436 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $328,277 | 2,544 | Shares | Sole | 2026-01-14 | |
| 2024-03-31 | $215,282 | 1,318 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||