GoalVest Advisory LLC

Position in PSX — Phillips 66

CIK 1839307 NEW YORK, NY

Position in PSX

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$33,810

-$2,626 QoQ

Shares Held

200

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,916

of 2,093 holders

Holding Since

Dec 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

GoalVest Advisory LLC holds $1,720,188 across 4 Oil & Gas Refining & Marketing names. PSX ranks #3 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	6,169	$1,606,654
2	MPC	Marathon Petroleum Corp	305	$77,979
3	PSX	Phillips 66 This page	200	$33,810
4	WKC	World Kinect Corp	53	$1,745

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$33,810	200	0.0%	Shares	Sole	2026-07-09
2026-03-31	$36,436	200	0.0%	Shares	Sole	2026-04-13
2025-12-31	$25,808	200	0.0%	Shares	Sole	2026-01-05
2025-09-30	$27,204	200	0.0%	Shares	Sole	2025-10-22
2025-06-30	$23,860	200	0.0%	Shares	Sole	2025-08-01
2025-03-31	$24,696	200	0.0%	Shares	Sole	2025-04-07
2024-12-31	$22,786	200	0.0%	Shares	Sole	2025-01-17
2024-09-30	$26,290	200	0.0%	Shares	Sole	2024-11-06
2024-06-30	$28,234	200	0.0%	Shares	Sole	2024-07-30
2024-03-31	$32,668	200	0.0%	Shares	Sole	2024-04-15
2023-12-31	$26,628	200	0.0%	Shares	Sole	2024-01-02
2023-09-30	$24,030	200	0.0%	Shares	Sole	2023-10-10
2023-06-30	$19,076	200	-41.7%	Shares	Sole	2023-07-17
2022-06-30	$28,122	343	+435.9%	Shares	Sole	2022-07-06
2020-12-31	$4,476	64	—	Shares	Sole	2021-01-28
No filing history on record for this holder in this stock.