Position in PSX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$586,265
New position
Shares Held
3,468
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#1,105
of 2,093 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Capstone Wealth Management, LLC holds $862,070 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (68.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
3,468 | $586,265 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
1,059 | $275,805 |
All Filings in PSX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $586,265 | 3,468 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||