U.S. Capital Wealth Advisors, LLC

Position in PSX — Phillips 66

CIK 1808915 AUSTIN, TX

Position in PSX

as of Mar 31, 2026 · filed Apr 7, 2026 Compact

Position Value

$4,223,296

+$934,841 QoQ

Shares Held

23,182

-9.0% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Mar 31, 2026

U.S. Capital Wealth Advisors, LLC holds $14,719,487 across 5 Oil & Gas Refining & Marketing names. PSX ranks #2 (28.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	23,199	$5,664,731
2	PSX	Phillips 66 This page	23,182	$4,223,296
3	VLO	Valero Energy Corp/Tx	10,617	$2,623,248
4	CAPL	CrossAmerica Partners LP	80,000	$1,662,400
5	SUN	Sunoco LP	8,401	$545,812

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,223,296	23,182	-9.0%	Shares	Sole	2026-04-07
2025-12-31	$3,288,455	25,484	+36.1%	Shares	Sole	2026-01-23
2025-09-30	$2,547,246	18,727	-1.3%	Shares	Sole	2025-10-09
2025-06-30	$2,262,643	18,966	-5.5%	Shares	Sole	2025-07-14
2025-03-31	$2,479,354	20,079	+37.2%	Shares	Sole	2025-04-29
2024-12-31	$1,667,251	14,634	+6.2%	Shares	Sole	2025-01-24
2024-09-30	$1,811,249	13,779	-7.4%	Shares	Sole	2024-10-22
2024-06-30	$2,100,750	14,881	-38.0%	Shares	Sole	2024-07-11
2024-03-31	$3,920,650	24,003	-78.0%	Shares	Sole	2024-05-10
2023-12-31	$14,515,055	109,021	-1.1%	Shares	Sole	2024-02-06
2023-09-30	$13,246,897	110,253	-3.2%	Shares	Sole	2023-10-19
2023-06-30	$10,859,108	113,851	+3.5%	Shares	Sole	2023-08-04
2023-03-31	$11,149,062	109,973	+14.5%	Shares	Sole	2023-05-11
2022-12-31	$9,997,404	96,055	+0.7%	Shares	Sole	2023-02-03
2022-09-30	$7,699,235	95,382	+33.6%	Shares	Sole	2022-11-01
2022-06-30	$5,854,659	71,407	+66.1%	Shares	Sole	2022-08-12
2022-03-31	$3,714,510	42,997	+40.2%	Shares	Sole	2022-05-12
2021-12-31	$2,221,985	30,665	+62.8%	Shares	Sole	2022-01-21
2021-09-30	$1,318,734	18,831	—	Shares	Sole	2021-11-01
No filing history on record for this holder in this stock.