Ausdal Financial Partners, Inc.

Position in PSX — Phillips 66

CIK 1667146 Davenport, IA

Position in PSX

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$1,099,820

+$319,258 QoQ

Shares Held

6,037

-0.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Mar 31, 2026

Ausdal Financial Partners, Inc. holds $3,233,887 across 4 Oil & Gas Refining & Marketing names. PSX ranks #2 (34.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	4,622	$1,142,003
2	PSX	Phillips 66 This page	6,037	$1,099,820
3	MPC	Marathon Petroleum Corp	3,494	$853,164
4	UGP	Ultrapar Holdings Inc	25,209	$138,900

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,099,820	6,037	-0.2%	Shares	Other	2026-05-12
2025-12-31	$780,562	6,049	-1.9%	Shares	Sole	2026-02-13
2025-09-30	$838,427	6,164	+5.5%	Shares	Other	2025-11-14
2025-06-30	$697,189	5,844	+11.0%	Shares	Sole	2025-08-14
2025-03-31	$650,122	5,265	-7.6%	Shares	Sole	2025-05-15
2024-12-31	$649,173	5,698	+20.8%	Shares	Sole	2025-02-12
2024-09-30	$620,181	4,718	-0.5%	Shares	Sole	2024-10-04
2024-06-30	$669,286	4,741	-1.4%	Shares	Sole	2024-08-06
2024-03-31	$785,012	4,806	-0.5%	Shares	Sole	2024-04-12
2023-12-31	$643,199	4,831	-0.6%	Shares	Sole	2024-01-11
2023-09-30	$583,808	4,859	+1.9%	Shares	Sole	2023-11-08
2023-06-30	$454,676	4,767	+3.3%	Shares	Sole	2023-07-31
2023-03-31	$467,970	4,616	-4.1%	Shares	Sole	2023-05-04
2022-12-31	$501,041	4,814	+5.8%	Shares	Sole	2023-02-03
2022-09-30	$367,276	4,550	-1.3%	Shares	Sole	2022-11-09
2022-06-30	$377,973	4,610	-8.0%	Shares	Sole	2022-08-09
2022-03-31	$432,813	5,010	-0.9%	Shares	Sole	2022-05-04
2021-12-31	$366,502	5,058	-2.7%	Shares	Sole	2022-02-08
2021-09-30	$364,156	5,200	+51.5%	Shares	Sole	2021-11-01
2021-06-30	$294,534	3,432	0.0%	Shares	Sole	2021-07-19
2021-03-31	$279,845	3,432	+19.1%	Shares	Sole	2021-05-05
2020-12-31	$201,497	2,881	+1.1%	Shares	Sole	2021-02-01
2020-06-30	$204,843	2,849	—	Shares	Sole	2020-08-06
No filing history on record for this holder in this stock.