LVW Advisors, LLC

Position in PSX — Phillips 66

CIK 1576053 PITTSFORD, NY

Position in PSX

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$326,773

-$63,638 QoQ

Shares Held

1,933

-9.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,423

of 2,093 holders

Holding Since

Dec 2023

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

LVW Advisors, LLC holds $1,204,699 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (27.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	1,706	$444,310
2	MPC	Marathon Petroleum Corp	1,696	$433,616
3	PSX	Phillips 66 This page	1,933	$326,773

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$326,773	1,933	-9.8%	Shares	Sole	2026-07-15
2026-03-31	$390,411	2,143	+12.8%	Shares	Sole	2026-04-20
2024-06-30	$268,081	1,899	-0.5%	Shares	Sole	2024-07-15
2024-03-31	$311,652	1,908	+18.9%	Shares	Sole	2024-04-18
2023-12-31	$213,689	1,605	—	Shares	Sole	2024-01-16
No filing history on record for this holder in this stock.