Position in PSX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$135,240
-$5,402 QoQ
Shares Held
800
+3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,769
of 2,091 holders
Holding Since
Dec 2024
7 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, 2026Rialto Wealth Management, LLC holds $223,895 across 8 Oil & Gas Refining & Marketing names. PSX ranks #1 (60.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
800 | $135,240 | |
| 2 | MPC |
Marathon Petroleum Corp
|
258 | $65,962 | |
| 3 | VLO |
Valero Energy Corp/Tx
|
50 | $13,022 | |
| 4 | DINO |
HF Sinclair Corp
|
61 | $4,248 | |
| 5 | PBF |
PBF Energy Inc.
|
61 | $2,776 | |
| 6 | DK |
Delek US Holdings, Inc.
|
40 | $2,032 | |
| 7 | CVI |
Cvr Energy Inc
|
20 | $550 | |
| 8 | WKC |
World Kinect Corp
|
2 | $65 |
All Filings in PSX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $135,240 | 800 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $140,642 | 772 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $98,070 | 760 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $102,967 | 757 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $90,310 | 757 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $92,980 | 753 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $84,763 | 744 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||