WEALTH ALLIANCE, LLC

Position in PSX — Phillips 66

CIK 1793904 MELLVILLE, NY

Position in PSX

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$206,579

-$226,341 QoQ

Shares Held

1,222

-65.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,709

of 2,096 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

WEALTH ALLIANCE, LLC holds $745,828 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (27.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SUN	Sunoco LP	4,008	$270,540
2	MPC	Marathon Petroleum Corp	1,051	$268,709
3	PSX	Phillips 66 This page	1,222	$206,579

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$206,579	1,222	-65.1%	Shares	Defined	2026-08-11
2025-03-31	$432,920	3,506	+14.8%	Shares	Defined	2025-05-05
2024-12-31	$347,828	3,053	-12.6%	Shares	Defined	2025-02-03
2024-09-30	$459,023	3,492	+1.3%	Shares	Defined	2024-11-04
2024-06-30	$486,612	3,447	-37.6%	Shares	Defined	2024-08-09
2024-03-31	$902,126	5,523	+6.2%	Shares	Defined	2024-05-10
2023-12-31	$692,461	5,201	+2.4%	Shares	Defined	2024-01-30
2023-09-30	$610,362	5,080	-30.8%	Shares	Defined	2023-11-09
2023-06-30	$699,993	7,339	-6.9%	Shares	Defined	2023-08-02
2023-03-31	$798,975	7,881	+0.6%	Shares	Defined	2023-05-11
2022-12-31	$815,361	7,834	+21.6%	Shares	Defined	2023-02-13
2022-09-30	$520,158	6,444	+2.0%	Shares	Defined	2022-11-14
2022-06-30	$518,012	6,318	-4.4%	Shares	Defined	2022-10-11
2022-03-31	$571,210	6,612	+2.9%	Shares	Defined	2022-05-10
2021-12-31	$465,410	6,423	+7.9%	Shares	Defined	2022-02-14
2021-09-30	$416,677	5,950	-7.8%	Shares	Defined	2021-11-12
2021-06-30	$553,968	6,455	+2.2%	Shares	Defined	2021-08-16
2021-03-31	$515,006	6,316	-2.3%	Shares	Defined	2021-05-18
2020-12-31	$452,301	6,467	-14.2%	Shares	Defined	2021-02-11
2020-09-30	$390,821	7,539	-8.7%	Shares	Defined	2020-12-01
2020-06-30	$593,965	8,261	+55.3%	Shares	Defined	2020-08-14
2020-03-31	$285,364	5,319	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.