Position in PSX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$222,131
+$21,916 QoQ
Shares Held
1,314
+19.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,657
of 2,093 holders
Holding Since
Mar 2026
2 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, 2026LeConte Wealth Management, LLC holds $423,190 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (52.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
1,314 | $222,131 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
772 | $201,059 |
All Filings in PSX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,131 | 1,314 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $200,215 | 1,099 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||