Wealth Alliance Advisory Group, LLC

Position in PSX — Phillips 66

CIK 1735734 Wichita, KS

Position in PSX

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,327,718

-$97,293 QoQ

Shares Held

7,854

+0.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

#784

of 2,093 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Wealth Alliance Advisory Group, LLC holds $2,042,894 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (65.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	7,854	$1,327,718
2	VLO	Valero Energy Corp/Tx	1,799	$468,531
3	SUN	Sunoco LP	3,654	$246,645

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,327,718	7,854	+0.4%	Shares	Sole	2026-07-23
2026-03-31	$1,425,011	7,822	-3.6%	Shares	Sole	2026-04-09
2025-12-31	$1,046,901	8,113	-1.1%	Shares	Sole	2026-01-29
2025-09-30	$1,115,500	8,201	-8.3%	Shares	Sole	2025-10-14
2025-06-30	$1,066,542	8,940	-1.0%	Shares	Sole	2025-07-07
2025-03-31	$1,115,024	9,030	+3.4%	Shares	Sole	2025-04-10
2024-12-31	$995,292	8,736	-4.4%	Shares	Sole	2025-01-15
2024-09-30	$1,201,058	9,137	0.0%	Shares	Sole	2024-10-18
2024-06-30	$1,289,870	9,137	-1.4%	Shares	Sole	2024-07-30
2024-03-31	$1,514,325	9,271	+12.1%	Shares	Sole	2024-04-15
2023-12-31	$1,101,200	8,271	-2.4%	Shares	Sole	2024-01-10
2023-09-30	$1,017,790	8,471	+2.4%	Shares	Sole	2023-10-10
2023-06-30	$788,887	8,271	+3.3%	Shares	Sole	2023-07-13
2023-03-31	$811,344	8,003	-48.5%	Shares	Defined	2023-05-02
2022-12-31	$1,618,652	15,552	+10.0%	Shares	Sole	2023-01-17
2022-09-30	$1,140,735	14,132	-8.6%	Shares	Sole	2022-10-12
2022-06-30	$1,267,155	15,455	+6.0%	Shares	Sole	2022-07-08
2022-03-31	$1,259,652	14,581	+7.4%	Shares	Sole	2022-04-18
2021-12-31	$984,006	13,580	+1.5%	Shares	Sole	2022-01-13
2021-09-30	$937,001	13,380	-0.5%	Shares	Sole	2021-10-08
2021-06-30	$1,153,764	13,444	-9.6%	Shares	Sole	2021-07-13
2021-03-31	$1,212,418	14,869	-0.6%	Shares	Sole	2021-04-28
2020-12-31	$1,045,812	14,953	-1.2%	Shares	Sole	2021-01-25
2020-09-30	$784,183	15,127	-30.4%	Shares	Sole	2020-10-08
2020-06-30	$1,562,387	21,730	+0.8%	Shares	Sole	2020-07-08
2020-03-31	$1,156,801	21,562	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.