Position in PSX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$334,719
-$28,001 QoQ
Shares Held
1,980
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,408
of 2,091 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, 2026Basecamp Wealth Advisors LLC holds $1,319,908 across 9 Oil & Gas Refining & Marketing names. PSX ranks #3 (25.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
2,067 | $528,469 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
1,502 | $391,180 | |
| 3 | PSX |
Phillips 66
This page
|
1,980 | $334,719 | |
| 4 | DINO |
HF Sinclair Corp
|
464 | $32,317 | |
| 5 | PBF |
PBF Energy Inc.
|
387 | $17,616 | |
| 6 | DK |
Delek US Holdings, Inc.
|
132 | $6,706 | |
| 7 | UGP |
Ultrapar Holdings Inc
|
804 | $4,036 | |
| 8 | PARR |
Par Pacific Holdings, Inc.
|
48 | $2,691 |
All Filings in PSX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $334,719 | 1,980 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $362,720 | 1,991 | Shares | Sole | 2026-06-24 | |
| 2025-12-31 | $239,756 | 1,858 | Shares | Sole | 2026-06-24 | |
| No filing history on record for this holder in this stock. | ||||||