Position in PSX
as of Jun 30, 2026
· filed Jul 1, 2026
Position Value
$8,621
-$670 QoQ
Shares Held
51
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,025
of 2,093 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Noble Wealth Management PBC holds $12,006 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (71.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
51 | $8,621 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
13 | $3,385 |
All Filings in PSX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,621 | 51 | Shares | Sole | 2026-07-01 | |
| 2026-03-31 | $9,291 | 51 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $6,581 | 51 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $6,937 | 51 | Shares | Sole | 2026-01-05 | |
| 2025-03-31 | $6,297 | 51 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $5,810 | 51 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||