Position in PSX
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$296,771
+$86,565 QoQ
Shares Held
1,629
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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 Mar 31, 2026Cherry Tree Wealth Management, LLC holds $298,236 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (99.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
1,629 | $296,771 | |
| 2 | MPC |
Marathon Petroleum Corp
|
6 | $1,465 |
All Filings in PSX
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $296,771 | 1,629 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $210,206 | 1,629 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $221,576 | 1,629 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $194,339 | 1,629 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $209,298 | 1,695 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $193,111 | 1,695 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $222,807 | 1,695 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $239,283 | 1,695 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $266,080 | 1,629 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $235,125 | 1,766 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $212,184 | 1,766 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $168,441 | 1,766 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||