HHM Wealth Advisors, LLC

Position in PSX — Phillips 66

CIK 1750086 CHATTANOOGA, TN

Position in PSX

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$315,785

-$16,511 QoQ

Shares Held

1,868

+2.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,448

of 2,097 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

HHM Wealth Advisors, LLC holds $1,312,671 across 5 Oil & Gas Refining & Marketing names. PSX ranks #3 (24.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	2,137	$546,366
2	VLO	Valero Energy Corp/Tx	1,305	$339,874
3	PSX	Phillips 66 This page	1,868	$315,785
4	SUN	Sunoco LP	1,200	$81,000
5	WKC	World Kinect Corp	900	$29,646

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$315,785	1,868	+2.4%	Shares	Sole	2026-07-13
2026-03-31	$332,296	1,824	-6.7%	Shares	Sole	2026-04-17
2025-12-31	$252,402	1,956	-2.5%	Shares	Sole	2026-01-22
2025-09-30	$272,856	2,006	0.0%	Shares	Sole	2025-10-29
2025-06-30	$239,315	2,006	0.0%	Shares	Sole	2025-08-11
2025-03-31	$247,700	2,006	-0.4%	Shares	Sole	2025-05-08
2024-12-31	$229,568	2,015	+0.4%	Shares	Sole	2025-01-24
2024-09-30	$263,688	2,006	+2.6%	Shares	Sole	2024-11-12
2024-06-30	$276,128	1,956	+34.1%	Shares	Sole	2024-08-07
2024-03-31	$238,313	1,459	0.0%	Shares	Sole	2024-05-14
2023-12-31	$194,251	1,459	0.0%	Shares	Sole	2024-02-05
2023-09-30	$175,298	1,459	0.0%	Shares	Sole	2023-11-03
2023-06-30	$139,159	1,459	-1.4%	Shares	Sole	2023-08-14
2023-03-31	$149,941	1,479	0.0%	Shares	Sole	2023-05-02
2022-12-31	$153,934	1,479	-16.9%	Shares	Sole	2023-01-19
2022-09-30	$143,681	1,780	+19.5%	Shares	Sole	2022-11-04
2022-06-30	$122,083	1,489	0.0%	Shares	Sole	2022-08-08
2022-03-31	$128,634	1,489	-7.2%	Shares	Sole	2022-04-27
2021-12-31	$116,298	1,605	0.0%	Shares	Sole	2022-02-03
2021-09-30	$112,398	1,605	0.0%	Shares	Sole	2021-11-02
2021-06-30	$137,741	1,605	+7.8%	Shares	Sole	2021-07-27
2021-03-31	$121,413	1,489	0.0%	Shares	Sole	2021-04-23
2020-12-31	$104,140	1,489	0.0%	Shares	Sole	2021-01-28
2020-09-30	$77,189	1,489	0.0%	Shares	Sole	2020-11-12
2020-06-30	$107,059	1,489	0.0%	Shares	Sole	2020-08-13
2020-03-31	$79,884	1,489	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.