AE Wealth Management LLC

Position in PSX — Phillips 66

CIK 1697723 TOPEKA, KS

Position in PSX

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$2,552,973

-$218,150 QoQ

Shares Held

15,102

-0.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#589

of 2,093 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

AE Wealth Management LLC holds $35,524,812 across 5 Oil & Gas Refining & Marketing names. PSX ranks #3 (7.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	113,303	$29,508,598
2	MPC	Marathon Petroleum Corp	10,822	$2,766,849
3	PSX	Phillips 66 This page	15,102	$2,552,973
4	DINO	HF Sinclair Corp	6,095	$424,510
5	PBF	PBF Energy Inc.	5,973	$271,882

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,552,973	15,102	-0.7%	Shares	Other	2026-08-03
2026-03-31	$2,771,123	15,211	+23.6%	Shares	Other	2026-05-13
2025-12-31	$1,587,698	12,304	+15.2%	Shares	Other	2026-01-26
2025-09-30	$1,452,140	10,676	+0.4%	Shares	Other	2025-11-03
2025-06-30	$1,268,508	10,633	+25.0%	Shares	Other	2025-08-06
2025-03-31	$1,049,943	8,503	+1.6%	Shares	Other	2025-05-06
2024-12-31	$953,477	8,369	-53.7%	Shares	Other	2025-02-13
2024-09-30	$2,376,219	18,077	-14.8%	Shares	Other	2024-11-14
2024-06-30	$2,995,342	21,218	+147.4%	Shares	Other	2024-08-12
2024-03-31	$1,400,801	8,576	-85.2%	Shares	Other	2024-05-15
2023-12-31	$7,724,516	58,018	-12.1%	Shares	Other	2024-02-14
2023-09-30	$7,934,344	66,037	+16.0%	Shares	Other	2023-10-11
2023-06-30	$5,429,220	56,922	+16.3%	Shares	Sole	2023-07-10
2023-03-31	$4,963,057	48,955	+7.8%	Shares	Sole	2023-04-14
2022-12-31	$4,727,938	45,426	-7.4%	Shares	Sole	2023-01-31
2022-09-30	$3,958,912	49,045	-17.6%	Shares	Sole	2022-10-25
2022-06-30	$4,880,536	59,526	-12.7%	Shares	Sole	2022-08-03
2022-03-31	$5,891,798	68,200	+76.9%	Shares	Sole	2022-04-18
2021-12-31	$2,792,898	38,544	+73.3%	Shares	Sole	2022-01-20
2021-09-30	$1,557,117	22,235	+21.5%	Shares	Sole	2021-11-01
2021-06-30	$1,570,763	18,303	-14.7%	Shares	Sole	2021-07-21
2021-03-31	$1,749,522	21,456	-17.6%	Shares	Sole	2021-04-27
2020-12-31	$1,820,748	26,033	-4.8%	Shares	Sole	2021-02-01
2020-09-30	$1,417,875	27,351	-0.8%	Shares	Sole	2020-11-06
2020-06-30	$1,983,073	27,581	+5.8%	Shares	Sole	2020-08-05
2020-03-31	$1,398,065	26,059	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.