Position in PSX
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$61,365
-$4,766 QoQ
Shares Held
363
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,858
of 2,093 holders
Holding Since
Dec 2024
7 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, 2026Copia Wealth Management holds $227,806 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (26.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
651 | $166,441 | |
| 2 | PSX |
Phillips 66
This page
|
363 | $61,365 |
All Filings in PSX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,365 | 363 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $66,131 | 363 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $46,841 | 363 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $49,375 | 363 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $37,102 | 311 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $38,402 | 311 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $36,115 | 317 | Shares | Sole | 2025-03-06 | |
| No filing history on record for this holder in this stock. | ||||||