Position in PSX
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$866,549
-$339,117 QoQ
Shares Held
5,126
-22.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#942
of 2,093 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Wealth Enhancement Trust Services, Inc. holds $1,227,564 across 8 Oil & Gas Refining & Marketing names. PSX ranks #1 (70.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
5,126 | $866,549 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
1,173 | $305,496 | |
| 3 | MPC |
Marathon Petroleum Corp
|
174 | $44,486 | |
| 4 | PBF |
PBF Energy Inc.
|
179 | $8,148 | |
| 5 | WKC |
World Kinect Corp
|
44 | $1,449 | |
| 6 | DK |
Delek US Holdings, Inc.
|
25 | $1,270 | |
| 7 | DINO |
HF Sinclair Corp
|
2 | $139 | |
| 8 | CVI |
Cvr Energy Inc
|
1 | $27 |
All Filings in PSX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $866,549 | 5,126 | Shares | Defined | 2026-07-22 | |
| 2026-03-31 | $1,205,666 | 6,618 | Shares | Defined | 2026-04-08 | |
| 2025-12-31 | $853,985 | 6,618 | Shares | Defined | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||