Position in PSX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$933,494
-$28,780 QoQ
Shares Held
5,522
+4.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#911
of 2,091 holders
Holding Since
Mar 2020
26 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, 2026WEATHERLY ASSET MANAGEMENT L. P. holds $1,229,304 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (75.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
5,522 | $933,494 | |
| 2 | MPC |
Marathon Petroleum Corp
|
1,157 | $295,810 |
All Filings in PSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $933,494 | 5,522 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $962,274 | 5,282 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $681,589 | 5,282 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $718,321 | 5,281 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $640,044 | 5,365 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $662,470 | 5,365 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $585,258 | 5,137 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $675,915 | 5,142 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $705,002 | 4,994 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $827,970 | 5,069 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $676,351 | 5,080 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $613,846 | 5,109 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $525,448 | 5,509 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $565,092 | 5,574 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $589,509 | 5,664 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $458,893 | 5,685 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $472,016 | 5,757 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $549,267 | 6,358 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $472,946 | 6,527 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $458,906 | 6,553 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $588,725 | 6,860 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $562,381 | 6,897 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $452,581 | 6,471 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $353,548 | 6,820 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $509,914 | 7,092 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $383,168 | 7,142 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||