USA FINANCIAL FORMULAS

Position in PSX — Phillips 66

CIK 1534358 ADA, MI

Position in PSX

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$467,423

New position

Shares Held

2,765

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#1,220

of 2,096 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

USA FINANCIAL FORMULAS holds $1,884,800 across 4 Oil & Gas Refining & Marketing names. PSX ranks #2 (24.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	3,572	$930,291
2	PSX	Phillips 66 This page	2,765	$467,423
3	MPC	Marathon Petroleum Corp	1,636	$418,276
4	PARR	Par Pacific Holdings, Inc.	1,227	$68,810

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$467,423	2,765	—	Shares	Sole	2026-08-04
No filing history on record for this holder in this stock.