Position in PSX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$899,684
+$49,997 QoQ
Shares Held
5,322
+14.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#925
of 2,097 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026QTR Family Wealth, LLC holds $1,628,916 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (55.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
5,322 | $899,684 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
2,800 | $729,232 |
All Filings in PSX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $899,684 | 5,322 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $849,687 | 4,664 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $648,167 | 5,023 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $563,938 | 4,146 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $315,667 | 2,646 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $310,675 | 2,516 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||