CWA Asset Management Group, LLC

Position in PSX — Phillips 66

CIK 1667134 NAPLES, FL

Position in PSX

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$585,082

-$39,795 QoQ

Shares Held

3,461

+0.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,107

of 2,093 holders

Holding Since

Jun 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

CWA Asset Management Group, LLC holds $8,028,126 across 5 Oil & Gas Refining & Marketing names. PSX ranks #4 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	18,578	$4,838,454
2	DINO	HF Sinclair Corp	18,280	$1,273,202
3	MPC	Marathon Petroleum Corp	4,012	$1,025,748
4	PSX	Phillips 66 This page	3,461	$585,082
5	SUN	Sunoco LP	4,528	$305,640

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$585,082	3,461	+0.9%	Shares	Sole	2026-07-14
2026-03-31	$624,877	3,430	+2.8%	Shares	Sole	2026-04-20
2025-12-31	$430,477	3,336	-0.4%	Shares	Sole	2026-01-07
2025-09-30	$455,667	3,350	+1.4%	Shares	Sole	2025-10-22
2025-06-30	$394,047	3,303	+55.5%	Shares	Sole	2025-07-17
2025-03-31	$262,271	2,124	-45.6%	Shares	Sole	2025-04-21
2024-12-31	$445,238	3,908	+110.9%	Shares	Sole	2025-01-06
2024-09-30	$243,576	1,853	-19.9%	Shares	Sole	2024-11-01
2024-03-31	$377,968	2,314	-19.4%	Shares	Sole	2024-05-13
2023-12-31	$382,111	2,870	+50.4%	Shares	Sole	2024-02-13
2023-09-30	$229,246	1,908	-68.4%	Shares	Sole	2023-11-14
2023-06-30	$575,809	6,037	+5.0%	Shares	Sole	2023-07-27
2023-03-31	$582,935	5,750	+16.2%	Shares	Sole	2023-04-17
2022-12-31	$514,987	4,948	+17.2%	Shares	Sole	2023-01-09
2022-09-30	$340,880	4,223	+45.3%	Shares	Sole	2022-11-09
2022-06-30	$238,262	2,906	—	Shares	Sole	2022-07-21
No filing history on record for this holder in this stock.