Position in PSX
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$222,077
New position
Shares Held
1,219
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Caliber Wealth Management, LLC / KS holds $5,318,447 across 1 Oil & Gas Refining & Marketing name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
20,802 | $5,318,447 |
All Filings in PSX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $222,077 | 1,219 | Shares | Sole | 2026-04-23 | |
| No filing history on record for this holder in this stock. | ||||||