WBI INVESTMENTS, LLC

Position in PSX — Phillips 66

CIK 1397424 RED BANK, NJ

Position in PSX

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$343,170

-$191,163 QoQ

Shares Held

2,030

-30.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,392

of 2,093 holders

Holding Since

Jun 2020

9 quarters on record

Voting authority Sole 38% Shared 62% None 0%

Energy · as of Jun 30, 2026

WBI INVESTMENTS, LLC holds $1,527,355 across 4 Oil & Gas Refining & Marketing names. PSX ranks #3 (22.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	2,202	$573,488
2	DINO	HF Sinclair Corp	5,112	$356,050
3	PSX	Phillips 66 This page	2,030	$343,170
4	MPC	Marathon Petroleum Corp	996	$254,647

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$343,170	2,030	-30.8%	Shares	Defined	2026-08-11
2026-03-31	$534,333	2,933	+21.0%	Shares	Defined	2026-05-11
2023-09-30	$291,123	2,423	-92.8%	Shares	Sole	2023-11-09
2023-03-31	$3,391,565	33,454	+34.7%	Shares	Defined	2023-05-15
2022-12-31	$2,585,867	24,845	-44.6%	Shares	Defined	2023-02-13
2022-09-30	$3,617,466	44,815	+9.2%	Shares	Defined	2022-10-26
2022-06-30	$3,365,771	41,051	+272.3%	Shares	Defined	2022-07-25
2022-03-31	$952,449	11,025	+37.7%	Shares	Defined	2022-05-02
2020-06-30	$575,775	8,008	—	Shares	Defined	2020-08-11
No filing history on record for this holder in this stock.