Position in PSX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$28,400
-$2,206 QoQ
Shares Held
168
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,935
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, 2026Wellington Grp LLC holds $160,325 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (17.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
516 | $131,925 | |
| 2 | PSX |
Phillips 66
This page
|
168 | $28,400 |
All Filings in PSX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,400 | 168 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $30,606 | 168 | Shares | Sole | 2026-05-22 | |
| 2025-12-31 | $21,678 | 168 | Shares | Sole | 2026-05-22 | |
| No filing history on record for this holder in this stock. | ||||||