Net Worth Advisory Group

Position in PSX — Phillips 66

CIK 1791998 SANDY, UT

Position in PSX

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

Position Value

$457,449

+$134,262 QoQ

Shares Held

2,706

+52.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,225

of 2,091 holders

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Net Worth Advisory Group holds $3,794,809 across 4 Oil & Gas Refining & Marketing names. PSX ranks #3 (12.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	9,317	$2,382,077
2	DK	Delek US Holdings, Inc.	13,050	$663,070
3	PSX	Phillips 66 This page	2,706	$457,449
4	VLO	Valero Energy Corp/Tx	1,122	$292,213

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$457,449	2,706	+52.5%	Shares	Sole	2026-07-14
2026-03-31	$323,187	1,774	-60.1%	Shares	Sole	2026-05-05
2025-09-30	$604,064	4,441	-14.3%	Shares	Sole	2025-10-15
2025-06-30	$618,451	5,184	+16.4%	Shares	Sole	2025-07-22
2025-03-31	$549,979	4,454	+0.6%	Shares	Sole	2025-04-15
2024-12-31	$504,368	4,427	-21.9%	Shares	Sole	2025-02-07
2024-09-30	$745,190	5,669	—	Shares	Sole	2024-10-17
No filing history on record for this holder in this stock.