Forvis Mazars Wealth Advisors, LLC

Position in PSX — Phillips 66

CIK 1352864 Springfield, MO

Position in PSX

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$757,174

+$83,655 QoQ

Shares Held

4,479

+21.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#987

of 2,093 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Forvis Mazars Wealth Advisors, LLC holds $10,117,138 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	32,672	$8,509,095
2	MPC	Marathon Petroleum Corp	3,328	$850,869
3	PSX	Phillips 66 This page	4,479	$757,174

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$757,174	4,479	+21.2%	Shares	Sole	2026-08-10
2026-03-31	$673,519	3,697	+19.9%	Shares	Sole	2026-05-01
2025-12-31	$397,959	3,084	0.0%	Shares	Sole	2026-02-10
2025-09-30	$419,485	3,084	-9.6%	Shares	Sole	2025-10-30
2025-06-30	$406,813	3,410	-5.5%	Shares	Sole	2025-07-29
2025-03-31	$445,639	3,609	+1.0%	Shares	Sole	2025-05-13
2024-12-31	$406,957	3,572	-0.3%	Shares	Sole	2025-02-04
2024-09-30	$470,985	3,583	+2.5%	Shares	Sole	2024-11-14
2024-06-30	$493,247	3,494	-1.1%	Shares	Sole	2024-08-09
2024-03-31	$577,243	3,534	+2.4%	Shares	Sole	2024-04-19
2023-12-31	$459,466	3,451	-4.3%	Shares	Sole	2024-01-11
2023-09-30	$433,260	3,606	-7.8%	Shares	Sole	2023-10-26
2023-06-30	$373,126	3,912	+3.2%	Shares	Sole	2023-08-08
2023-03-31	$384,432	3,792	-2.5%	Shares	Sole	2023-04-27
2022-12-31	$404,871	3,890	+3.4%	Shares	Sole	2023-02-03
2022-09-30	$303,668	3,762	-3.8%	Shares	Sole	2022-10-14
2022-06-30	$320,744	3,912	+14.3%	Shares	Sole	2022-07-22
2022-03-31	$295,799	3,424	+17.6%	Shares	Sole	2022-05-10
2021-12-31	$210,931	2,911	+14.2%	Shares	Sole	2022-01-14
2021-06-30	$218,669	2,548	-30.8%	Shares	Sole	2021-07-14
2021-03-31	$300,393	3,684	-15.5%	Shares	Sole	2021-04-23
2020-12-31	$304,938	4,360	+3.1%	Shares	Sole	2021-01-22
2020-06-30	$303,993	4,228	+1.3%	Shares	Sole	2020-07-15
2020-03-31	$223,935	4,174	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.