Position in PSX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$313,925
+$28,814 QoQ
Shares Held
1,857
+18.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,453
of 2,093 holders
Holding Since
Mar 2026
2 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, 2026TRB Wealth Management, LLC holds $943,640 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (33.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
2,463 | $629,715 | |
| 2 | PSX |
Phillips 66
This page
|
1,857 | $313,925 |
All Filings in PSX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $313,925 | 1,857 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $285,111 | 1,565 | Shares | Other | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||