RMR Wealth Builders

Position in PSX — Phillips 66

CIK 1803848 Montclair, NJ

Position in PSX

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$460,323

-$259,652 QoQ

Shares Held

2,723

-31.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,225

of 2,093 holders

Holding Since

Jun 2020

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

RMR Wealth Builders holds $1,505,060 across 4 Oil & Gas Refining & Marketing names. PSX ranks #2 (30.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	1,820	$465,319
2	PSX	Phillips 66 This page	2,723	$460,323
3	IEP	Icahn Enterprises L.P.	40,340	$290,851
4	VLO	Valero Energy Corp/Tx	1,108	$288,567

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$460,323	2,723	-31.1%	Shares	Sole	2026-07-24
2026-03-31	$719,975	3,952	+1.0%	Shares	Sole	2026-04-22
2025-12-31	$504,933	3,913	-73.4%	Shares	Sole	2026-01-29
2025-09-30	$2,000,854	14,710	-31.8%	Shares	Sole	2025-11-05
2025-06-30	$2,574,016	21,576	+1209.2%	Shares	Sole	2025-07-08
2021-03-31	$134,377	1,648	+18.6%	Shares	Sole	2021-05-13
2020-12-31	$97,216	1,390	0.0%	Shares	Sole	2021-02-26
2020-06-30	$99,941	1,390	—	Shares	Sole	2020-08-19
No filing history on record for this holder in this stock.