RAFFA WEALTH MANAGEMENT, LLC

Position in PSX — Phillips 66

CIK 1631073 WASHINGTON, DC

Position in PSX

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$17,750

-$103 QoQ

Shares Held

105

+7.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,979

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

RAFFA WEALTH MANAGEMENT, LLC holds $94,111 across 6 Oil & Gas Refining & Marketing names. PSX ranks #3 (18.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	166	$42,441
2	VLO	Valero Energy Corp/Tx	114	$29,690
3	PSX	Phillips 66 This page	105	$17,750
4	DINO	HF Sinclair Corp	41	$2,855
5	WKC	World Kinect Corp	39	$1,284
6	PBF	PBF Energy Inc.	2	$91

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,750	105	+7.1%	Shares	Sole	2026-07-27
2026-03-31	$17,853	98	+4.3%	Shares	Sole	2026-07-27
2025-12-31	$12,129	94	0.0%	Shares	Sole	2026-07-27
2025-09-30	$12,785	94	+27.0%	Shares	Sole	2026-07-27
2025-06-30	$8,828	74	0.0%	Shares	Sole	2026-07-27
2025-03-31	$9,137	74	0.0%	Shares	Sole	2026-07-27
2024-12-31	$8,430	74	0.0%	Shares	Sole	2026-07-27
2024-09-30	$9,727	74	-37.3%	Shares	Sole	2026-07-27
2024-06-30	$16,658	118	+59.5%	Shares	Sole	2026-07-27
2024-03-31	$12,087	74	-22.9%	Shares	Sole	2026-07-27
2023-12-31	$12,781	96	0.0%	Shares	Sole	2026-07-27
2023-09-30	$11,534	96	0.0%	Shares	Sole	2026-07-27
2023-06-30	$9,156	96	0.0%	Shares	Sole	2026-07-27
2023-03-31	$9,732	96	+26.3%	Shares	Sole	2026-07-27
2022-12-31	$7,910	76	0.0%	Shares	Sole	2026-07-27
2022-09-30	$6,134	76	0.0%	Shares	Sole	2026-07-27
2022-06-30	$6,231	76	0.0%	Shares	Sole	2026-07-27
2022-03-31	$6,565	76	-30.3%	Shares	Sole	2026-07-27
2021-12-31	$7,898	109	+43.4%	Shares	Sole	2026-07-27
2021-09-30	$5,322	76	0.0%	Shares	Sole	2026-07-27
2021-06-30	$6,522	76	-55.8%	Shares	Sole	2026-07-27
2021-03-31	$14,024	172	+6.2%	Shares	Sole	2026-07-27
2020-12-31	$11,330	162	+11.7%	Shares	Sole	2026-07-27
2020-09-30	$7,516	145	-18.5%	Shares	Sole	2026-07-27
2020-06-30	$12,798	178	-19.5%	Shares	Sole	2026-07-27
2020-03-31	$11,856	221	—	Shares	Sole	2026-07-27
No filing history on record for this holder in this stock.