Institute for Wealth Management, LLC.

Position in PSX — Phillips 66

CIK 1533954 DENVER, CO

Position in PSX

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,107,784

-$181,868 QoQ

Shares Held

6,553

-7.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#843

of 2,096 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $5,221,053 across 5 Oil & Gas Refining & Marketing names. PSX ranks #3 (21.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	11,455	$2,928,699
2	VLO	Valero Energy Corp/Tx	4,417	$1,150,363
3	PSX	Phillips 66 This page	6,553	$1,107,784
4	PBF	PBF Energy Inc.	750	$34,140
5	SUN	Sunoco LP	1	$67

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,107,784	6,553	-7.4%	Shares	Sole	2026-07-28
2026-03-31	$1,289,652	7,079	-2.2%	Shares	Sole	2026-05-14
2025-12-31	$933,991	7,238	-0.3%	Shares	Sole	2026-01-27
2025-09-30	$987,505	7,260	-1.5%	Shares	Sole	2025-10-17
2025-06-30	$879,121	7,369	-1.0%	Shares	Sole	2025-07-18
2025-03-31	$919,185	7,444	-6.8%	Shares	Sole	2025-04-21
2024-12-31	$909,503	7,983	0.0%	Shares	Sole	2025-01-23
2024-09-30	$1,049,365	7,983	+0.4%	Shares	Sole	2024-11-12
2024-06-30	$1,122,019	7,948	-1.2%	Shares	Sole	2024-07-25
2024-03-31	$1,313,416	8,041	+10.7%	Shares	Sole	2024-04-30
2023-12-31	$967,528	7,267	-0.7%	Shares	Sole	2024-01-31
2023-09-30	$879,618	7,321	-0.5%	Shares	Sole	2023-10-13
2023-06-30	$701,806	7,358	-1.0%	Shares	Sole	2023-07-25
2023-03-31	$753,152	7,429	-0.5%	Shares	Sole	2023-04-20
2022-12-31	$777,165	7,467	-1.7%	Shares	Sole	2023-02-02
2022-09-30	$613,068	7,595	0.0%	Shares	Sole	2022-10-18
2022-06-30	$622,714	7,595	0.0%	Shares	Sole	2022-07-25
2022-03-31	$656,132	7,595	0.0%	Shares	Sole	2022-04-29
2021-12-31	$550,333	7,595	-1.9%	Shares	Sole	2022-01-21
2021-09-30	$542,312	7,744	+0.1%	Shares	Sole	2021-11-15
2021-06-30	$663,989	7,737	+3.7%	Shares	Sole	2021-07-21
2021-03-31	$608,288	7,460	+4.6%	Shares	Sole	2021-05-04
2020-12-31	$498,951	7,134	+3.2%	Shares	Sole	2021-02-01
2020-09-30	$358,318	6,912	-2.6%	Shares	Sole	2020-11-03
2020-06-30	$510,130	7,095	-5.8%	Shares	Sole	2020-07-30
2020-03-31	$404,038	7,531	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.