Position in PSX
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$338
-$26 QoQ
Shares Held
2
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,086
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, 2026Nvest Wealth Strategies, Inc. holds $13,121 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
50 | $12,783 | |
| 2 | PSX |
Phillips 66
This page
|
2 | $338 |
All Filings in PSX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $338 | 2 | Shares | Other | 2026-07-10 | |
| 2026-03-31 | $364 | 2 | Shares | Other | 2026-04-13 | |
| No filing history on record for this holder in this stock. | ||||||