Western Wealth Management, LLC

Position in PSX — Phillips 66

CIK 1767902 GOLDEN, CO

Position in PSX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,563,811

-$205,688 QoQ

Shares Held

15,166

-0.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#585

of 2,091 holders

Holding Since

Jun 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Western Wealth Management, LLC holds $4,522,264 across 4 Oil & Gas Refining & Marketing names. PSX ranks #1 (56.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	15,166	$2,563,811
2	VLO	Valero Energy Corp/Tx	3,903	$1,016,497
3	MPC	Marathon Petroleum Corp	2,302	$588,552
4	DINO	HF Sinclair Corp	5,074	$353,404

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,563,811	15,166	-0.2%	Shares	Sole	2026-08-14
2026-03-31	$2,769,499	15,202	+247.4%	Shares	Sole	2026-05-19
2025-12-31	$564,679	4,376	+6.7%	Shares	Sole	2026-02-05
2025-09-30	$557,682	4,100	+0.2%	Shares	Sole	2025-11-06
2025-06-30	$488,294	4,093	-3.9%	Shares	Sole	2025-08-11
2025-03-31	$525,901	4,259	-5.3%	Shares	Sole	2025-04-23
2024-12-31	$512,457	4,498	-68.7%	Shares	Sole	2025-04-16
2024-09-30	$1,890,251	14,380	+253.5%	Shares	Sole	2024-11-12
2024-06-30	$574,279	4,068	+1.0%	Shares	Sole	2024-07-19
2024-03-31	$658,096	4,029	-73.8%	Shares	Sole	2024-05-03
2023-12-31	$2,047,160	15,376	-2.0%	Shares	Sole	2024-01-31
2023-09-30	$1,885,754	15,695	+2.1%	Shares	Sole	2023-11-08
2023-06-30	$1,465,895	15,369	+10.5%	Shares	Sole	2023-08-30
2023-03-31	$1,409,993	13,908	-7.8%	Shares	Sole	2023-08-30
2022-12-31	$1,569,526	15,080	-21.7%	Shares	Sole	2023-02-03
2022-09-30	$1,554,667	19,260	+4.5%	Shares	Sole	2022-11-07
2022-06-30	$1,510,665	18,425	+19.4%	Shares	Sole	2022-07-18
2022-03-31	$1,333,429	15,435	+300.4%	Shares	Sole	2022-05-10
2021-12-31	$279,333	3,855	-0.7%	Shares	Sole	2022-02-14
2021-06-30	$333,153	3,882	—	Shares	Sole	2021-08-09
No filing history on record for this holder in this stock.