B. Riley Wealth Advisors, Inc.

Position in PSX — Phillips 66

CIK 1464811 MEMPHIS, TN

Position in PSX

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$1,124,013

-$125,923 QoQ

Shares Held

6,649

-3.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#836

of 2,093 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

B. Riley Wealth Advisors, Inc. holds $2,458,643 across 4 Oil & Gas Refining & Marketing names. PSX ranks #1 (45.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	6,649	$1,124,013
2	SUN	Sunoco LP	9,441	$637,267
3	VLO	Valero Energy Corp/Tx	1,747	$454,988
4	MPC	Marathon Petroleum Corp	948	$242,375

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,124,013	6,649	-3.1%	Shares	Sole	2026-07-14
2026-03-31	$1,249,936	6,861	-19.2%	Shares	Sole	2026-04-27
2025-12-31	$1,095,678	8,491	-3.9%	Shares	Sole	2026-02-17
2025-09-30	$1,202,144	8,838	-15.6%	Shares	Sole	2025-10-31
2025-06-30	$1,249,548	10,474	-41.7%	Shares	Sole	2025-08-19
2024-12-31	$2,047,094	17,968	-11.5%	Shares	Sole	2025-02-25
2024-09-30	$2,669,092	20,305	-28.2%	Shares	Sole	2024-12-13
2024-06-30	$3,993,416	28,288	-25.9%	Shares	Sole	2024-08-19
2024-03-31	$6,235,504	38,175	+15.4%	Shares	Sole	2024-05-16
2023-12-31	$4,405,070	33,086	-13.3%	Shares	Sole	2024-03-15
2023-09-30	$4,586,726	38,175	+4.2%	Shares	Sole	2023-12-01
2023-06-30	$3,493,101	36,623	+8.5%	Shares	Sole	2023-07-27
2023-03-31	$3,421,676	33,751	-1.9%	Shares	Sole	2023-05-17
2022-12-31	$3,582,641	34,422	+8.4%	Shares	Sole	2023-03-15
2022-09-30	$2,563,586	31,759	+137.0%	Shares	Other	2022-11-22
2022-06-30	$1,098,747	13,401	+2.0%	Shares	Other	2022-08-12
2022-03-31	$1,135,337	13,142	+9.3%	Shares	Other	2022-05-02
2021-12-31	$870,969	12,020	+8.2%	Shares	Other	2022-01-28
2021-09-30	$778,243	11,113	+4.3%	Shares	Other	2021-11-16
2021-06-30	$913,983	10,650	-27.5%	Shares	Other	2021-08-10
2021-03-31	$1,197,414	14,685	+60.3%	Shares	Other	2021-05-13
2020-12-31	$640,859	9,163	-47.2%	Shares	Other	2021-02-04
2020-09-30	$898,904	17,340	-3.0%	Shares	Other	2020-11-09
2020-06-30	$1,284,708	17,868	-13.1%	Shares	Other	2020-07-31
2020-03-31	$1,102,935	20,558	—	Shares	Other	2020-05-06
No filing history on record for this holder in this stock.