Princeton Global Asset Management LLC

Position in PSX — Phillips 66

CIK 1767349 PRINCETON, NJ

Position in PSX

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$731,310

+$60,706 QoQ

Shares Held

4,326

+17.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#998

of 2,093 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Princeton Global Asset Management LLC holds $6,208,382 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (11.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	21,399	$5,471,082
2	PSX	Phillips 66 This page	4,326	$731,310
3	VLO	Valero Energy Corp/Tx	23	$5,990

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$731,310	4,326	+17.5%	Shares	Sole	2026-07-16
2026-03-31	$670,604	3,681	+0.1%	Shares	Sole	2026-04-22
2025-12-31	$474,609	3,678	-2.5%	Shares	Sole	2026-01-20
2025-09-30	$513,339	3,774	-4.0%	Shares	Sole	2025-10-09
2025-06-30	$468,968	3,931	+1.4%	Shares	Sole	2025-07-30
2025-03-31	$478,731	3,877	+0.1%	Shares	Sole	2025-04-11
2024-12-31	$441,250	3,873	+0.1%	Shares	Sole	2025-01-24
2024-09-30	$508,580	3,869	+0.1%	Shares	Sole	2024-10-29
2024-06-30	$545,763	3,866	-4.3%	Shares	Sole	2024-08-12
2024-03-31	$659,566	4,038	+0.0%	Shares	Sole	2024-04-29
2023-12-31	$537,353	4,036	+0.1%	Shares	Sole	2024-01-22
2023-09-30	$484,444	4,032	-5.8%	Shares	Sole	2023-10-27
2023-06-30	$408,131	4,279	+0.1%	Shares	Sole	2023-08-04
2023-03-31	$433,399	4,275	+2848.3%	Shares	Sole	2023-04-20
2022-12-31	$15,091	145	+0.7%	Shares	Sole	2023-02-06
2022-09-30	$11,623	144	+0.7%	Shares	Sole	2022-11-14
2022-06-30	$11,724	143	0.0%	Shares	Sole	2022-08-04
2022-03-31	$12,353	143	0.0%	Shares	Sole	2022-05-06
2021-12-31	$10,361	143	0.0%	Shares	Sole	2022-02-02
2021-09-30	$10,014	143	0.0%	Shares	Sole	2021-11-08
2021-06-30	$12,272	143	0.0%	Shares	Sole	2021-08-04
2021-03-31	$11,660	143	0.0%	Shares	Sole	2021-05-11
2020-12-31	$10,001	143	+186.0%	Shares	Sole	2021-02-09
2020-09-30	$2,592	50	0.0%	Shares	Sole	2020-10-27
2020-06-30	$3,595	50	0.0%	Shares	Sole	2020-08-11
2020-03-31	$2,682	50	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.