Wealthcare Advisory Partners LLC

Position in PSX — Phillips 66

CIK 1683059 WEST CHESTER, PA

Position in PSX

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$750,243

-$912,878 QoQ

Shares Held

4,438

-51.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#993

of 2,097 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Wealthcare Advisory Partners LLC holds $3,135,957 across 4 Oil & Gas Refining & Marketing names. PSX ranks #2 (23.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	5,490	$1,403,628
2	PSX	Phillips 66 This page	4,438	$750,243
3	VLO	Valero Energy Corp/Tx	2,214	$576,614
4	SUN	Sunoco LP	6,007	$405,472

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$750,243	4,438	-51.4%	Shares	Sole	2026-07-09
2026-03-31	$1,663,121	9,129	-0.3%	Shares	Sole	2026-04-14
2025-12-31	$1,181,232	9,154	-7.1%	Shares	Sole	2026-01-14
2025-09-30	$1,340,069	9,852	-0.3%	Shares	Sole	2025-11-07
2025-06-30	$1,179,399	9,886	+1.6%	Shares	Sole	2025-07-22
2025-03-31	$1,200,966	9,726	-0.7%	Shares	Sole	2025-04-15
2024-12-31	$1,115,488	9,791	-2.3%	Shares	Sole	2025-01-15
2024-09-30	$1,316,997	10,019	-16.9%	Shares	Sole	2024-11-04
2024-06-30	$1,701,945	12,056	+6.3%	Shares	Sole	2024-08-12
2024-03-31	$1,852,112	11,339	+139.0%	Shares	Sole	2024-04-15
2023-12-31	$631,616	4,744	-7.1%	Shares	Sole	2024-02-06
2023-09-30	$613,245	5,104	+12.2%	Shares	Sole	2023-10-12
2023-06-30	$433,692	4,547	-23.8%	Shares	Sole	2023-07-17
2023-03-31	$604,934	5,967	+8.9%	Shares	Sole	2023-05-04
2022-12-31	$570,254	5,479	+48.0%	Shares	Sole	2023-02-13
2022-09-30	$298,825	3,702	+16.5%	Shares	Sole	2022-11-14
2022-06-30	$260,482	3,177	+18.5%	Shares	Sole	2022-08-15
2022-03-31	$231,697	2,682	+13.1%	Shares	Sole	2022-04-15
2021-06-30	$203,479	2,371	+1.5%	Shares	Sole	2021-08-16
2021-03-31	$190,477	2,336	+38.7%	Shares	Sole	2021-04-30
2020-03-31	$90,346	1,684	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.