Independent Solutions Wealth Management, LLC

Position in PSX — Phillips 66

CIK 1818391 Williamsville, NY

Back to PSX Full portfolio

Position in PSX

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$2,630,079

-$170,938 QoQ

Shares Held

15,558

+1.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.74%

of 13F equity value

Holder Rank

#580

of 2,097 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in PSX Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Refining & Marketing

Energy · as of Jun 30, 2026

Independent Solutions Wealth Management, LLC holds $8,709,513 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (30.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	12,727	$3,314,619
2	MPC	Marathon Petroleum Corp	10,814	$2,764,815
3	PSX	Phillips 66 This page	15,558	$2,630,079

All Filings in PSX

Export CSV

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,630,079	15,558	+1.2%	Shares	Sole	2026-07-29
2026-03-31	$2,801,017	15,375	+0.2%	Shares	Sole	2026-04-27
2025-12-31	$1,979,989	15,344	+1.2%	Shares	Sole	2026-02-05
2025-09-30	$2,062,063	15,160	-4.0%	Shares	Sole	2025-10-23
2025-06-30	$1,884,820	15,799	+3.1%	Shares	Sole	2025-07-23
2025-03-31	$1,892,084	15,323	+0.8%	Shares	Sole	2025-04-23
2024-12-31	$1,731,736	15,200	-1.1%	Shares	Sole	2025-02-11
2024-09-30	$2,019,334	15,362	+4.3%	Shares	Sole	2024-12-19
2024-06-30	$2,079,998	14,734	-3.5%	Shares	Sole	2024-12-19
2024-03-31	$2,493,548	15,266	+3.7%	Shares	Sole	2024-12-19
2023-12-31	$1,960,752	14,727	+61.7%	Shares	Sole	2024-12-19
2023-09-30	$1,094,446	9,109	-4.0%	Shares	Sole	2024-12-19
2023-06-30	$904,774	9,486	+209.8%	Shares	Sole	2024-12-19
2023-03-31	$310,425	3,062	-0.2%	Shares	Sole	2024-12-19
2022-12-31	$319,213	3,067	-8.5%	Shares	Sole	2024-12-19
2022-09-30	$270,573	3,352	+1.3%	Shares	Sole	2024-12-19
2022-06-30	$271,304	3,309	-38.7%	Shares	Sole	2024-12-19
2020-09-30	$279,728	5,396	-2.7%	Shares	Sole	2024-12-19
2020-06-30	$398,613	5,544	-10.9%	Shares	Sole	2024-12-19
2020-03-31	$333,703	6,220	—	Shares	Sole	2024-12-19
No filing history on record for this holder in this stock.