Position in PSX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$872,466
-$43,534 QoQ
Shares Held
5,161
+2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#938
of 2,093 holders
Holding Since
Sep 2024
8 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, 2026MCCARTER PRIVATE WEALTH SERVICES LLC holds $2,400,727 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (36.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
5,868 | $1,528,261 | |
| 2 | PSX |
Phillips 66
This page
|
5,161 | $872,466 |
All Filings in PSX
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $872,466 | 5,161 | Shares | Other | 2026-08-05 | |
| 2026-03-31 | $916,000 | 5,028 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $593,325 | 4,598 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $444,785 | 3,270 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $382,952 | 3,210 | Shares | Other | 2025-08-04 | |
| 2025-03-31 | $348,954 | 2,826 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $290,064 | 2,546 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $354,125 | 2,694 | Shares | Other | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||