Ponta Wealth Partners, LLC

Position in PSX — Phillips 66

CIK 2107740 WINTER PARK, FL

Position in PSX

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$208,438

New position

Shares Held

1,233

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,700

of 2,091 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Ponta Wealth Partners, LLC holds $853,660 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (24.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	1,396	$356,915
2	VLO	Valero Energy Corp/Tx	1,107	$288,307
3	PSX	Phillips 66 This page	1,233	$208,438

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$208,438	1,233	—	Shares	Sole	2026-08-12
No filing history on record for this holder in this stock.