Concord Wealth Partners

Position in PSX — Phillips 66

CIK 1814214 ABINGDON, VA

Position in PSX

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$29,245

+$7,051 QoQ

Shares Held

173

+0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,934

of 2,096 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Concord Wealth Partners holds $739,954 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	2,409	$615,909
2	VLO	Valero Energy Corp/Tx	364	$94,800
3	PSX	Phillips 66 This page	173	$29,245

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$29,245	173	+0.6%	Shares	Sole	2026-07-27
2025-12-31	$22,194	172	-9.0%	Shares	Sole	2026-01-29
2025-09-30	$25,707	189	+0.5%	Shares	Sole	2025-11-05
2025-06-30	$22,428	188	-1.6%	Shares	Sole	2025-07-25
2025-03-31	$23,584	191	-61.1%	Shares	Sole	2025-05-02
2024-12-31	$55,939	491	-8.4%	Shares	Sole	2025-01-24
2024-09-30	$70,457	536	-2.2%	Shares	Sole	2024-10-24
2024-06-30	$77,361	548	+2.4%	Shares	Sole	2024-07-31
2024-03-31	$87,386	535	-22.4%	Shares	Sole	2024-04-30
2023-12-31	$91,733	689	-4.7%	Shares	Sole	2024-04-30
2023-09-30	$86,868	723	-89.7%	Shares	Sole	2024-04-30
2023-06-30	$669,376	7,018	+82.1%	Shares	Sole	2023-08-08
2023-03-31	$390,718	3,854	+411.8%	Shares	Sole	2023-04-26
2022-12-31	$78,372	753	-17.5%	Shares	Sole	2023-01-30
2022-06-30	$74,856	913	+4.2%	Shares	Sole	2022-08-04
2022-03-31	$75,677	876	-2.9%	Shares	Sole	2022-04-20
2021-12-31	$65,358	902	+60.8%	Shares	Sole	2022-01-21
2021-09-30	$39,286	561	-38.4%	Shares	Sole	2021-11-09
2021-06-30	$78,096	910	+55.8%	Shares	Sole	2021-07-29
2021-03-31	$47,619	584	+10.2%	Shares	Sole	2021-05-13
2020-12-31	$37,068	530	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.