Position in PSX
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$276,903
-$16,224 QoQ
Shares Held
1,638
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#1,527
of 2,093 holders
Holding Since
Mar 2025
5 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, 2026Wealthcare Capital Partners, LLC holds $276,903 across 1 Oil & Gas Refining & Marketing name. PSX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
1,638 | $276,903 |
All Filings in PSX
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,903 | 1,638 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $293,127 | 1,609 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $206,076 | 1,597 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $215,591 | 1,585 | Shares | Sole | 2025-11-07 | |
| 2025-03-31 | $220,288 | 1,784 | Shares | Sole | 2025-04-14 | |
| No filing history on record for this holder in this stock. | ||||||