Wahed Invest LLC

Position in PSX — Phillips 66

CIK 1763146 NEW YORK, NY

Position in PSX

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,612,906

-$187,761 QoQ

Shares Held

9,541

-3.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#712

of 2,093 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Wahed Invest LLC holds $3,446,403 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (46.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	VLO	Valero Energy Corp/Tx	7,040	$1,833,497
2	PSX	Phillips 66 This page	9,541	$1,612,906

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,612,906	9,541	-3.5%	Shares	Sole	2026-08-11
2026-03-31	$1,800,667	9,884	-6.9%	Shares	Sole	2026-05-13
2025-12-31	$1,369,243	10,611	-4.8%	Shares	Sole	2026-02-18
2025-09-30	$1,516,759	11,151	+0.6%	Shares	Sole	2025-11-14
2025-06-30	$1,322,082	11,082	+5.2%	Shares	Sole	2025-08-14
2025-03-31	$1,301,355	10,539	+3.1%	Shares	Sole	2025-05-13
2024-12-31	$1,164,820	10,224	+0.6%	Shares	Sole	2025-02-14
2024-09-30	$1,335,400	10,159	+6.8%	Shares	Sole	2024-11-14
2024-06-30	$1,343,232	9,515	+13.1%	Shares	Sole	2024-08-14
2024-03-31	$1,374,669	8,416	+12.4%	Shares	Sole	2024-05-17
2023-12-31	$996,552	7,485	+1.9%	Shares	Sole	2024-03-11
2023-09-30	$882,501	7,345	+11.0%	Shares	Sole	2023-11-14
2023-06-30	$630,938	6,615	+10.6%	Shares	Sole	2023-08-14
2023-03-31	$606,556	5,983	-2.2%	Shares	Sole	2023-05-15
2022-12-31	$636,657	6,117	+10.3%	Shares	Sole	2023-02-14
2022-09-30	$447,511	5,544	+10.0%	Shares	Sole	2022-11-14
2022-06-30	$413,229	5,040	-8.3%	Shares	Sole	2022-08-15
2022-03-31	$474,972	5,498	+4.9%	Shares	Sole	2022-05-16
2021-12-31	$379,835	5,242	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.