Position in PSX
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$5,238,859
-$299,230 QoQ
Shares Held
30,990
+1.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.76%
of 13F equity value
Holder Rank
#424
of 2,091 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Glass Wealth Management Co LLC holds $5,539,927 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (94.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
30,990 | $5,238,859 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
1,156 | $301,068 |
All Filings in PSX
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,238,859 | 30,990 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $5,538,089 | 30,399 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,819,454 | 29,599 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $4,230,085 | 31,099 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,308,666 | 27,734 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,485,716 | 28,229 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,430,318 | 30,109 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $4,040,641 | 30,739 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $4,156,609 | 29,444 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $4,769,528 | 29,200 | Shares | Sole | 2024-05-01 | |
| No filing history on record for this holder in this stock. | ||||||