Accel Wealth Management

Position in PSX — Phillips 66

CIK 1838226 WAVERLY, IA

Position in PSX

as of Mar 31, 2026 · filed Apr 8, 2026 Compact

Position Value

$202,219

+$186,303 QoQ

Shares Held

1,110

+607.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Accel Wealth Management holds $949,586 across 2 Oil & Gas Refining & Marketing names.

#	Ticker	Company	Shares	Value (USD)	Open
1	VLO	Valero Energy Corp/Tx	2,418	$629,743
2	MPC	Marathon Petroleum Corp	1,251	$319,843

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$202,219	1,110	+607.0%	Shares	Sole	2026-04-08
2023-03-31	$15,916	157	-56.0%	Shares	Sole	2023-04-20
2022-12-31	$37,156	357	0.0%	Shares	Sole	2023-01-26
2022-09-30	$28,817	357	0.0%	Shares	Sole	2022-10-12
2022-06-30	$29,270	357	0.0%	Shares	Sole	2022-08-03
2022-03-31	$30,841	357	+127.4%	Shares	Sole	2022-04-29
2021-12-31	$11,376	157	0.0%	Shares	Sole	2022-01-18
2021-09-30	$10,994	157	0.0%	Shares	Sole	2021-11-04
2021-06-30	$13,473	157	+0.6%	Shares	Sole	2021-08-03
2021-03-31	$12,720	156	0.0%	Shares	Sole	2021-05-10
2020-12-31	$10,910	156	—	Shares	Sole	2021-01-27
No filing history on record for this holder in this stock.