Position in PSX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$326,773
-$29,753 QoQ
Shares Held
1,933
-1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,424
of 2,093 holders
Holding Since
Dec 2023
11 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, 2026BKM Wealth Management, LLC holds $1,898,887 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (17.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
6,149 | $1,572,114 | |
| 2 | PSX |
Phillips 66
This page
|
1,933 | $326,773 |
All Filings in PSX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $326,773 | 1,933 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $356,526 | 1,957 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $257,434 | 1,995 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $275,712 | 2,027 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $269,498 | 2,259 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $278,076 | 2,252 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $395,678 | 3,473 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $586,661 | 4,463 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $2,084,092 | 14,763 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $2,623,893 | 16,064 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $2,063,137 | 15,496 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||