Linscomb Wealth, Inc.

Position in PSX — Phillips 66

CIK 1313294 Houston, TX

Position in PSX

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$1,198,562

+$541,749 QoQ

Shares Held

6,579

+29.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 30% Shared 0% None 70%

Energy · as of Mar 31, 2026

Linscomb Wealth, Inc. holds $6,448,283 across 4 Oil & Gas Refining & Marketing names. PSX ranks #4 (18.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SUN	Sunoco LP	35,058	$2,277,718
2	VLO	Valero Energy Corp/Tx	6,093	$1,505,458
3	MPC	Marathon Petroleum Corp	6,006	$1,466,545
4	PSX	Phillips 66 This page	6,579	$1,198,562

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,198,562	6,579	+29.3%	Shares	Sole	2026-05-11
2025-12-31	$656,813	5,090	-0.1%	Shares	Sole	2026-02-10
2025-09-30	$693,157	5,096	+0.1%	Shares	Sole	2025-11-05
2025-06-30	$607,237	5,090	-1.7%	Shares	Sole	2025-08-04
2025-03-31	$639,379	5,178	-7.3%	Shares	Sole	2025-05-12
2024-12-31	$636,071	5,583	+7.0%	Shares	Sole	2025-02-05
2024-09-30	$685,906	5,218	+0.4%	Shares	Sole	2024-11-06
2024-06-30	$733,942	5,199	+1.8%	Shares	Sole	2024-08-07
2024-03-31	$834,014	5,106	-0.1%	Shares	Sole	2024-05-14
2023-12-31	$680,212	5,109	+0.4%	Shares	Sole	2024-02-06
2023-09-30	$611,443	5,089	-1.5%	Shares	Sole	2023-10-10
2023-06-30	$492,923	5,168	-4.3%	Shares	Sole	2023-08-09
2023-03-31	$547,553	5,401	-43.4%	Shares	Sole	2023-05-11
2022-12-31	$993,964	9,550	+87.1%	Shares	Sole	2023-02-14
2022-09-30	$412,075	5,105	+0.2%	Shares	Sole	2022-11-09
2022-06-30	$417,903	5,097	-41.3%	Shares	Sole	2022-08-15
2022-03-31	$750,729	8,690	+9.2%	Shares	Sole	2022-05-17
2021-12-31	$576,854	7,961	+13.4%	Shares	Sole	2022-02-10
2021-09-30	$491,820	7,023	0.0%	Shares	Sole	2021-11-03
2021-06-30	$602,713	7,023	-0.2%	Shares	Sole	2021-08-10
2021-03-31	$573,796	7,037	+33.6%	Shares	Sole	2021-05-12
2020-12-31	$368,304	5,266	0.0%	Shares	Sole	2021-02-11
2020-09-30	$272,989	5,266	-23.9%	Shares	Sole	2020-11-13
2020-06-30	$497,691	6,922	-17.8%	Shares	Sole	2020-08-11
2020-03-31	$451,893	8,423	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.