Merit Financial Group, LLC

Position in PSX — Phillips 66

CIK 1621225 ALPHARETTA, GA

Position in PSX

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$7,113,451

+$601,247 QoQ

Shares Held

42,079

+17.7% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#357

of 2,097 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Merit Financial Group, LLC holds $21,320,008 across 9 Oil & Gas Refining & Marketing names. PSX ranks #1 (33.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	42,079	$7,113,451
2	VLO	Valero Energy Corp/Tx	25,063	$6,527,403
3	MPC	Marathon Petroleum Corp	13,496	$3,450,519
4	DINO	HF Sinclair Corp	27,759	$1,933,409
5	PBF	PBF Energy Inc.	17,382	$791,226
6	PARR	Par Pacific Holdings, Inc.	12,678	$710,978
7	WKC	World Kinect Corp	13,915	$458,358
8	DK	Delek US Holdings, Inc.	6,100	$309,940

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,113,451	42,079	+17.7%	Shares	Other	2026-07-20
2026-03-31	$6,512,204	35,746	+13.3%	Shares	Other	2026-04-15
2025-12-31	$4,072,112	31,557	+32.5%	Shares	Other	2026-01-26
2025-09-30	$3,239,993	23,820	+44.5%	Shares	Other	2025-11-07
2025-06-30	$1,966,660	16,485	+59.6%	Shares	Sole	2025-07-22
2025-03-31	$1,275,671	10,331	+23.4%	Shares	Sole	2025-04-09
2024-12-31	$953,821	8,372	+100.9%	Shares	Sole	2025-01-15
2024-09-30	$547,883	4,168	-42.2%	Shares	Sole	2024-10-17
2024-06-30	$1,017,129	7,205	+55.8%	Shares	Sole	2024-08-13
2024-03-31	$755,610	4,626	+22.3%	Shares	Sole	2024-05-06
2023-12-31	$503,801	3,784	+57.9%	Shares	Sole	2024-02-06
2023-09-30	$287,999	2,397	+10.3%	Shares	Sole	2023-11-07
2023-06-30	$207,356	2,174	—	Shares	Sole	2023-08-01
No filing history on record for this holder in this stock.