Position in PSX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$264,563
-$15,083 QoQ
Shares Held
1,565
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,559
of 2,091 holders
Holding Since
Mar 2024
5 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, 2026Traveka Wealth, LLC holds $483,416 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (54.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
1,565 | $264,563 | |
| 2 | MPC |
Marathon Petroleum Corp
|
856 | $218,853 |
All Filings in PSX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $264,563 | 1,565 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $279,646 | 1,535 | Shares | Sole | 2026-04-22 | |
| 2025-09-30 | $206,478 | 1,518 | Shares | Sole | 2025-10-17 | |
| 2024-06-30 | $207,096 | 1,467 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $239,783 | 1,468 | Shares | Sole | 2024-04-16 | |
| No filing history on record for this holder in this stock. | ||||||