RIVERSEDGE ADVISORS, LLC

Position in PSX — Phillips 66

CIK 1787663 Wilmington, DE

Position in PSX

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

Position Value

$596,070

+$192,542 QoQ

Shares Held

3,526

+59.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#1,094

of 2,093 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

RIVERSEDGE ADVISORS, LLC holds $1,330,705 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (44.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	3,526	$596,070
2	VLO	Valero Energy Corp/Tx	1,896	$493,794
3	MPC	Marathon Petroleum Corp	942	$240,841

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$596,070	3,526	+59.2%	Shares	Sole	2026-07-16
2026-03-31	$403,528	2,215	-2.6%	Shares	Sole	2026-04-16
2025-12-31	$293,566	2,275	+46.5%	Shares	Sole	2026-01-07
2025-09-30	$211,239	1,553	—	Shares	Sole	2025-10-09
No filing history on record for this holder in this stock.