NWAM LLC

Position in PSX — Phillips 66

CIK 1655006 MERCER ISLAND, WA

Position in PSX

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$515,095

-$229,110 QoQ

Shares Held

3,047

-25.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,166

of 2,093 holders

Holding Since

Jun 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

NWAM LLC holds $874,055 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (58.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PSX	Phillips 66 This page	3,047	$515,095
2	MPC	Marathon Petroleum Corp	1,404	$358,960

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$515,095	3,047	-25.4%	Shares	Sole	2026-07-23
2026-03-31	$744,205	4,085	+22.8%	Shares	Sole	2026-05-04
2025-12-31	$429,187	3,326	+7.6%	Shares	Sole	2026-02-04
2025-09-30	$420,301	3,090	-2.9%	Shares	Sole	2026-02-04
2025-06-30	$379,612	3,182	-11.3%	Shares	Sole	2026-02-04
2025-03-31	$443,046	3,588	-7.4%	Shares	Sole	2025-05-05
2024-12-31	$441,592	3,876	+2.2%	Shares	Sole	2025-02-05
2024-09-30	$498,326	3,791	-25.5%	Shares	Sole	2024-11-12
2024-03-31	$830,747	5,086	-3.8%	Shares	Sole	2024-05-09
2023-12-31	$703,778	5,286	-2.0%	Shares	Sole	2024-02-14
2023-09-30	$648,209	5,395	+4.5%	Shares	Sole	2023-11-01
2023-06-30	$492,446	5,163	+25.3%	Shares	Sole	2023-08-10
2023-03-31	$417,786	4,121	-10.0%	Shares	Sole	2023-05-12
2022-12-31	$476,582	4,579	-31.1%	Shares	Sole	2023-02-08
2022-09-30	$536,626	6,648	-28.9%	Shares	Sole	2022-11-14
2022-06-30	$767,016	9,355	+48.2%	Shares	Sole	2022-08-10
2022-03-31	$545,207	6,311	-32.9%	Shares	Sole	2022-05-12
2021-12-31	$681,558	9,406	-44.4%	Shares	Sole	2022-02-10
2021-09-30	$1,184,767	16,918	+19.4%	Shares	Sole	2021-11-03
2021-06-30	$1,215,554	14,164	—	Shares	Sole	2021-08-04
No filing history on record for this holder in this stock.