Composition Wealth, LLC

Position in PSX — Phillips 66

CIK 1585859 LOS ANGELES, CA

Position in PSX

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$5,340,627

-$510,448 QoQ

Shares Held

31,592

-1.6% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#420

of 2,093 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Composition Wealth, LLC holds $7,817,273 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (68.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	31,592	$5,340,627
2	MPC	Marathon Petroleum Corp	6,144	$1,570,836
3	VLO	Valero Energy Corp/Tx	3,478	$905,810

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,340,627	31,592	-1.6%	Shares	Sole	2026-07-22
2026-03-31	$5,851,075	32,117	-2.1%	Shares	Sole	2026-04-08
2025-12-31	$4,234,189	32,813	+0.2%	Shares	Sole	2026-02-02
2025-09-30	$4,452,750	32,736	+3.3%	Shares	Sole	2025-10-20
2025-06-30	$3,779,185	31,678	-4.2%	Shares	Sole	2025-07-22
2025-03-31	$4,082,989	33,066	-2.2%	Shares	Sole	2025-04-14
2024-12-31	$3,851,061	33,802	+56.1%	Shares	Sole	2025-01-13
2024-09-30	$2,846,549	21,655	-7.0%	Shares	Sole	2024-10-07
2024-06-30	$3,288,413	23,294	+2.1%	Shares	Sole	2024-07-18
2024-03-31	$3,727,582	22,821	+1.5%	Shares	Sole	2024-04-18
2023-12-31	$2,992,720	22,478	-0.6%	Shares	Sole	2024-01-22
2023-09-30	$2,715,750	22,603	+1.3%	Shares	Sole	2023-10-25
2023-06-30	$2,127,260	22,303	+2.0%	Shares	Sole	2023-07-13
2023-03-31	$2,217,687	21,875	+1.6%	Shares	Sole	2023-04-20
2022-12-31	$2,241,362	21,535	+0.0%	Shares	Sole	2023-01-20
2022-09-30	$1,737,498	21,525	+0.4%	Shares	Sole	2022-10-24
2022-06-30	$1,757,127	21,431	+2.3%	Shares	Sole	2022-07-15
2022-03-31	$1,809,611	20,947	+245.6%	Shares	Sole	2022-04-25
2021-12-31	$439,180	6,061	-22.9%	Shares	Sole	2022-01-18
2021-09-30	$550,785	7,865	+58.2%	Shares	Sole	2021-11-01
2021-06-30	$426,782	4,973	-78.5%	Shares	Sole	2021-07-28
2021-03-31	$1,884,144	23,107	-5.0%	Shares	Sole	2021-04-29
2020-12-31	$1,701,780	24,332	-0.9%	Shares	Sole	2021-01-19
2020-09-30	$1,272,931	24,555	+22.6%	Shares	Sole	2020-11-12
2020-06-30	$1,440,300	20,032	+3.0%	Shares	Sole	2020-08-06
2020-03-31	$1,043,331	19,447	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.