Position in PSX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$305,811
-$1,032,483 QoQ
Shares Held
1,809
-75.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,468
of 2,093 holders
Holding Since
Dec 2023
5 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, 2026Wealth Management Associates, Inc. holds $1,011,082 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (30.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
2,708 | $705,271 | |
| 2 | PSX |
Phillips 66
This page
|
1,809 | $305,811 |
All Filings in PSX
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,811 | 1,809 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,338,294 | 7,346 | Shares | Sole | 2026-05-13 | |
| 2024-06-30 | $220,366 | 1,561 | Shares | Sole | 2025-05-28 | |
| 2024-03-31 | $254,973 | 1,561 | Shares | Sole | 2025-05-28 | |
| 2023-12-31 | $207,432 | 1,558 | Shares | Sole | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||