WealthTrust Axiom LLC

Position in PSX — Phillips 66

CIK 1425949 WAYNE, PA

Position in PSX

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

Position Value

$1,178,109

-$75,289 QoQ

Shares Held

6,969

+1.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#823

of 2,093 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

WealthTrust Axiom LLC holds $2,809,986 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (41.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	6,969	$1,178,109
2	VLO	Valero Energy Corp/Tx	3,417	$889,923
3	MPC	Marathon Petroleum Corp	2,902	$741,954

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,178,109	6,969	+1.3%	Shares	Sole	2026-08-11
2026-03-31	$1,253,398	6,880	+0.4%	Shares	Sole	2026-05-11
2025-12-31	$884,182	6,852	+0.1%	Shares	Sole	2026-02-13
2025-09-30	$931,464	6,848	-5.2%	Shares	Sole	2025-11-14
2025-06-30	$861,584	7,222	-0.3%	Shares	Sole	2025-08-13
2025-03-31	$894,118	7,241	+1.1%	Shares	Sole	2025-05-14
2024-12-31	$815,738	7,160	+3.0%	Shares	Sole	2025-02-13
2024-09-30	$914,103	6,954	-1.9%	Shares	Sole	2024-11-13
2024-06-30	$1,000,330	7,086	-4.9%	Shares	Sole	2024-08-13
2024-03-31	$1,216,719	7,449	+0.1%	Shares	Sole	2024-05-10
2023-12-31	$991,227	7,445	-2.6%	Shares	Sole	2024-02-05
2023-09-30	$917,946	7,640	+0.1%	Shares	Sole	2023-11-03
2023-06-30	$728,321	7,636	+0.1%	Shares	Sole	2023-08-04
2023-03-31	$773,529	7,630	+0.1%	Shares	Sole	2023-05-03
2022-12-31	$793,610	7,625	-2.1%	Shares	Sole	2023-01-31
2022-09-30	$628,970	7,792	+0.1%	Shares	Sole	2022-11-03
2022-06-30	$638,128	7,783	+0.1%	Shares	Sole	2022-07-27
2022-03-31	$671,595	7,774	-0.5%	Shares	Sole	2022-05-09
2021-12-31	$566,057	7,812	-1.6%	Shares	Sole	2022-02-02
2021-09-30	$555,898	7,938	-1.5%	Shares	Sole	2021-10-14
2021-06-30	$691,623	8,059	-7.1%	Shares	Sole	2021-07-22
2021-03-31	$707,196	8,673	-5.4%	Shares	Sole	2021-04-14
2020-12-31	$641,070	9,166	+2.8%	Shares	Sole	2021-02-04
2020-09-30	$462,205	8,916	+1.4%	Shares	Sole	2020-10-21
2020-06-30	$631,929	8,789	-4.1%	Shares	Sole	2020-07-31
2020-03-31	$491,916	9,169	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.