Kingsview Wealth Management, LLC

Position in PSX — Phillips 66

CIK 1791965 GRANTS PASS, OR

Position in PSX

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$7,965,091

+$2,419,597 QoQ

Shares Held

43,721

+1.7% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Mar 31, 2026

Kingsview Wealth Management, LLC holds $27,541,982 across 6 Oil & Gas Refining & Marketing names. PSX ranks #2 (28.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	56,737	$13,854,039
2	PSX	Phillips 66 This page	43,721	$7,965,091
3	VLO	Valero Energy Corp/Tx	17,177	$4,244,093
4	SUN	Sunoco LP	17,071	$1,109,102
5	DINO	HF Sinclair Corp	3,404	$212,375
6	SGU	Star Group, L.P.	12,808	$157,282

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$7,965,091	43,721	+1.7%	Shares	Sole	2026-05-12
2025-12-31	$5,545,494	42,975	-32.9%	Shares	Sole	2026-02-09
2025-09-30	$8,710,992	64,042	+50.4%	Shares	Defined	2025-11-12
2025-06-30	$5,080,271	42,584	-7.2%	Shares	Sole	2025-08-08
2025-03-31	$5,664,027	45,870	+12.4%	Shares	Sole	2025-05-02
2024-12-31	$4,647,774	40,795	+0.7%	Shares	Sole	2025-01-28
2024-09-30	$5,325,565	40,514	+0.5%	Shares	Sole	2024-11-12
2024-06-30	$5,689,009	40,299	-30.6%	Shares	Sole	2024-08-14
2024-03-31	$9,479,926	58,038	+54.4%	Shares	Defined	2024-05-09
2023-12-31	$5,005,398	37,595	-0.5%	Shares	Sole	2024-02-08
2023-09-30	$4,538,305	37,772	+14.1%	Shares	Sole	2023-11-07
2023-06-30	$3,156,887	33,098	-4.2%	Shares	Sole	2023-08-10
2023-03-31	$3,502,476	34,548	-0.2%	Shares	Sole	2023-05-15
2022-12-31	$3,603,665	34,624	-2.1%	Shares	Sole	2023-02-13
2022-09-30	$2,855,712	35,378	-5.8%	Shares	Sole	2022-11-15
2022-06-30	$3,080,774	37,575	+0.7%	Shares	Sole	2022-08-16
2022-03-31	$3,224,679	37,327	+22.8%	Shares	Sole	2024-02-08
2021-12-31	$2,202,349	30,394	-5.2%	Shares	Sole	2022-02-17
2021-09-30	$2,244,461	32,050	+1.2%	Shares	Sole	2021-12-03
2021-06-30	$2,718,863	31,681	+1.6%	Shares	Sole	2021-08-17
2021-03-31	$2,542,091	31,176	+2.2%	Shares	Sole	2021-05-24
2020-12-31	$2,133,100	30,499	-23.8%	Shares	Sole	2021-02-16
2020-09-30	$2,073,911	40,006	+30.4%	Shares	Sole	2020-11-19
2020-06-30	$2,205,963	30,681	-2.0%	Shares	Sole	2020-08-14
2020-03-31	$1,680,210	31,318	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.