GC Wealth Management RIA, LLC

Position in PSX — Phillips 66

CIK 2011169 Cambridge, MA

Position in PSX

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$3,178,309

-$188,559 QoQ

Shares Held

18,801

+1.7% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#533

of 2,096 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

GC Wealth Management RIA, LLC holds $3,927,303 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (80.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	18,801	$3,178,309
2	MPC	Marathon Petroleum Corp	1,972	$504,181
3	VLO	Valero Energy Corp/Tx	940	$244,813

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,178,309	18,801	+1.7%	Shares	Sole	2026-07-16
2026-03-31	$3,366,868	18,481	-4.3%	Shares	Sole	2026-05-14
2025-12-31	$2,491,375	19,307	-18.2%	Shares	Sole	2026-01-30
2025-09-30	$3,208,711	23,590	+101.8%	Shares	Sole	2025-11-13
2025-06-30	$1,394,378	11,688	—	Shares	Sole	2025-07-17
No filing history on record for this holder in this stock.