Position in PSX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$303,275
-$25,195 QoQ
Shares Held
1,794
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#1,477
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, 2026PURSUIT WEALTH STRATEGIES, LLC holds $573,611 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (52.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
1,794 | $303,275 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
1,038 | $270,336 |
All Filings in PSX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,275 | 1,794 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $328,470 | 1,803 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $266,338 | 2,064 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||