Golden State Wealth Management, LLC

Position in PSX — Phillips 66

CIK 1776033 SANTA ANA, CA

Position in PSX

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$124,927

-$3,874 QoQ

Shares Held

739

+4.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,781

of 2,093 holders

Holding Since

Mar 2020

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Golden State Wealth Management, LLC holds $838,960 across 5 Oil & Gas Refining & Marketing names. PSX ranks #4 (14.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	1,279	$333,102
2	PARR	Par Pacific Holdings, Inc.	2,750	$154,220
3	MPC	Marathon Petroleum Corp	562	$143,686
4	PSX	Phillips 66 This page	739	$124,927
5	CLNE	Clean Energy Fuels Corp.	40,500	$83,025

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$124,927	739	+4.5%	Shares	Sole	2026-07-22
2026-03-31	$128,801	707	-32.0%	Shares	Sole	2026-04-28
2025-12-31	$134,072	1,039	-6.1%	Shares	Sole	2026-02-13
2025-09-30	$150,438	1,106	+0.4%	Shares	Sole	2025-11-03
2025-06-30	$131,468	1,102	+42.7%	Shares	Sole	2025-08-06
2025-03-31	$95,326	772	+14.4%	Shares	Sole	2025-04-24
2024-12-31	$76,902	675	-22.9%	Shares	Sole	2025-01-28
2020-03-31	$46,997	876	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.