Facet Wealth, Inc.

Position in PSX — Phillips 66

CIK 1748271 WEST PALM BEACH, FL

Position in PSX

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$349,595

+$69,767 QoQ

Shares Held

2,068

+34.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,380

of 2,091 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Facet Wealth, Inc. holds $1,145,862 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (30.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	1,944	$497,022
2	PSX	Phillips 66 This page	2,068	$349,595
3	VLO	Valero Energy Corp/Tx	1,149	$299,245

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$349,595	2,068	+34.6%	Shares	Sole	2026-07-27
2026-03-31	$279,828	1,536	—	Shares	Sole	2026-05-07
No filing history on record for this holder in this stock.