Position in PSX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$90,103
-$6,634 QoQ
Shares Held
533
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,819
of 2,091 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026JPL Wealth Management, LLC holds $283,372 across 8 Oil & Gas Refining & Marketing names. PSX ranks #2 (31.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
495 | $126,555 | |
| 2 | PSX |
Phillips 66
This page
|
533 | $90,103 | |
| 3 | VLO |
Valero Energy Corp/Tx
|
205 | $53,389 | |
| 4 | PBF |
PBF Energy Inc.
|
238 | $10,833 | |
| 5 | WKC |
World Kinect Corp
|
54 | $1,778 | |
| 6 | DINO |
HF Sinclair Corp
|
8 | $557 | |
| 7 | DK |
Delek US Holdings, Inc.
|
2 | $101 | |
| 8 | PARR |
Par Pacific Holdings, Inc.
|
1 | $56 |
All Filings in PSX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $90,103 | 533 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $96,737 | 531 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $65,969 | 485 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||