Position in PSX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$338,945
+$81,898 QoQ
Shares Held
2,005
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,399
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, 2026LeClair Wealth Partners LLC holds $1,204,899 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (28.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
3,387 | $865,954 | |
| 2 | PSX |
Phillips 66
This page
|
2,005 | $338,945 |
All Filings in PSX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $338,945 | 2,005 | Shares | Sole | 2026-08-04 | |
| 2025-12-31 | $257,047 | 1,992 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $266,055 | 1,956 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $233,350 | 1,956 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $247,330 | 2,003 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $228,201 | 2,003 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||