CFO4Life Group, LLC

Position in PSX — Phillips 66

CIK 1706351 COPPELL, TX

Position in PSX

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$397,436

-$37,609 QoQ

Shares Held

2,351

-1.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,302

of 2,093 holders

Holding Since

Mar 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

CFO4Life Group, LLC holds $836,277 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (47.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	VLO	Valero Energy Corp/Tx	1,685	$438,841
2	PSX	Phillips 66 This page	2,351	$397,436

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$397,436	2,351	-1.5%	Shares	Sole	2026-08-12
2026-03-31	$435,045	2,388	-0.1%	Shares	Sole	2026-05-11
2025-12-31	$308,405	2,390	-0.2%	Shares	Sole	2026-02-06
2025-09-30	$325,631	2,394	+0.8%	Shares	Sole	2025-11-07
2025-06-30	$283,337	2,375	-3.5%	Shares	Sole	2025-08-08
2025-03-31	$304,007	2,462	+1.0%	Shares	Sole	2025-04-30
2024-12-31	$277,647	2,437	-2.1%	Shares	Sole	2025-02-10
2024-09-30	$327,310	2,490	+1.5%	Shares	Sole	2024-11-12
2024-06-30	$346,148	2,452	-67.2%	Shares	Sole	2024-07-31
2024-03-31	$1,220,149	7,470	-13.0%	Shares	Sole	2024-05-06
2023-12-31	$1,143,140	8,586	-1.5%	Shares	Sole	2024-02-12
2023-09-30	$1,047,708	8,720	-1.2%	Shares	Sole	2023-10-30
2023-06-30	$841,633	8,824	-4.5%	Shares	Sole	2023-08-07
2023-03-31	$936,953	9,242	-2.1%	Shares	Sole	2023-05-03
2022-12-31	$982,723	9,442	+246.4%	Shares	Sole	2023-02-03
2022-09-30	$220,042	2,726	+2.4%	Shares	Sole	2022-10-19
2022-06-30	$218,175	2,661	+1.7%	Shares	Sole	2022-07-20
2022-03-31	$226,082	2,617	+1.5%	Shares	Sole	2022-05-02
2021-06-30	$221,329	2,579	0.0%	Shares	Sole	2021-07-14
2021-03-31	$210,291	2,579	—	Shares	Sole	2021-04-20
No filing history on record for this holder in this stock.