Position in PSX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$535,888
-$60,751 QoQ
Shares Held
3,170
-3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,149
of 2,091 holders
Holding Since
Dec 2025
3 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, 2026Marin Bay Wealth Advisors, LLC holds $1,233,085 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (43.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
2,677 | $697,197 | |
| 2 | PSX |
Phillips 66
This page
|
3,170 | $535,888 |
All Filings in PSX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $535,888 | 3,170 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $596,639 | 3,275 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $440,155 | 3,411 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||