Position in PSX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$705,275
-$33,644 QoQ
Shares Held
4,172
+2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,015
of 2,091 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Modern Wealth Management, LLC holds $2,342,035 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (30.1% of the industry book) .
All Filings in PSX
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $705,275 | 4,172 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $738,919 | 4,056 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $644,035 | 4,991 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $603,518 | 4,437 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $533,030 | 4,468 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $500,339 | 4,052 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $339,624 | 2,981 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $200,459 | 1,525 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $229,540 | 1,626 | Shares | Other | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||