Position in PSX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$333,873
-$220,682 QoQ
Shares Held
1,975
-35.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,413
of 2,097 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, 2026Tulsa Wealth Advisors, INC holds $8,775,329 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
33,017 | $8,441,456 | |
| 2 | PSX |
Phillips 66
This page
|
1,975 | $333,873 |
All Filings in PSX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $333,873 | 1,975 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $554,555 | 3,044 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,493,698 | 19,325 | Shares | Sole | 2026-03-03 | |
| No filing history on record for this holder in this stock. | ||||||