Position in PSX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$379,010
-$71,521 QoQ
Shares Held
2,242
-9.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,337
of 2,093 holders
Holding Since
Dec 2025
3 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, 2026BNB Wealth Management, LLC holds $863,248 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (43.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
1,894 | $484,238 | |
| 2 | PSX |
Phillips 66
This page
|
2,242 | $379,010 |
All Filings in PSX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $379,010 | 2,242 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $450,531 | 2,473 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $246,724 | 1,912 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||