Position in PSX
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$363,449
+$108,725 QoQ
Shares Held
1,995
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
9 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, 202649 WEALTH MANAGEMENT, LLC holds $1,552,683 across 1 Oil & Gas Refining & Marketing name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
6,073 | $1,552,683 |
All Filings in PSX
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $363,449 | 1,995 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $254,724 | 1,974 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $1,030,632 | 8,639 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $527,383 | 4,271 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $485,341 | 4,260 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $553,930 | 4,214 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $534,893 | 3,789 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $627,225 | 3,840 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $504,334 | 3,788 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||