NewSquare Capital LLC

Position in PSX — Phillips 66

CIK 1546989 NEWTOWN SQUARE, PA

Position in PSX

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

Position Value

$6,492,365

-$118,582 QoQ

Shares Held

38,405

+5.8% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

1.34%

of 13F equity value

Holder Rank

#381

of 2,091 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

NewSquare Capital LLC holds $19,818,235 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (32.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	27,560	$7,177,726
2	PSX	Phillips 66 This page	38,405	$6,492,365
3	DINO	HF Sinclair Corp	88,272	$6,148,144

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,492,365	38,405	+5.8%	Shares	Sole	2026-07-28
2026-03-31	$6,610,947	36,288	-1.4%	Shares	Sole	2026-05-08
2025-12-31	$4,749,317	36,805	-29.1%	Shares	Sole	2026-02-17
2025-09-30	$7,062,294	51,921	-0.4%	Shares	Sole	2025-11-12
2025-06-30	$6,216,842	52,111	+4.8%	Shares	Sole	2025-08-05
2025-03-31	$6,142,759	49,747	-0.6%	Shares	Sole	2025-04-14
2024-12-31	$5,700,715	50,037	+0.4%	Shares	Sole	2025-02-06
2024-09-30	$6,549,233	49,823	-1.2%	Shares	Sole	2024-11-04
2024-06-30	$7,119,767	50,434	+5.7%	Shares	Sole	2024-07-23
2024-03-31	$7,790,991	47,698	-2.5%	Shares	Sole	2024-05-08
2023-12-31	$6,511,477	48,907	+1.7%	Shares	Sole	2024-02-01
2023-09-30	$5,780,776	48,113	+1.1%	Shares	Sole	2023-11-03
2023-06-30	$4,539,515	47,594	+7.2%	Shares	Sole	2023-08-03
2023-03-31	$4,501,677	44,404	+9.7%	Shares	Sole	2023-05-01
2022-12-31	$4,212,846	40,477	+7.4%	Shares	Sole	2023-02-07
2022-09-30	$3,042,094	37,687	+7.9%	Shares	Sole	2022-10-25
2022-06-30	$2,863,008	34,919	+9.2%	Shares	Sole	2022-07-26
2022-03-31	$2,763,011	31,983	+12.0%	Shares	Sole	2022-05-10
2021-12-31	$2,069,747	28,564	+9.5%	Shares	Sole	2022-01-26
2021-09-30	$1,827,012	26,089	-17.3%	Shares	Sole	2021-11-08
2021-06-30	$2,708,736	31,563	+4.8%	Shares	Sole	2021-07-28
2021-03-31	$2,455,903	30,119	+39.9%	Shares	Sole	2021-05-10
2020-12-31	$1,505,388	21,524	-0.2%	Shares	Sole	2021-02-04
2020-09-30	$1,118,136	21,569	+6.4%	Shares	Sole	2020-11-04
2020-06-30	$1,458,060	20,279	+4.0%	Shares	Sole	2020-08-05
2020-03-31	$1,046,443	19,505	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.