IVC Wealth Advisors LLC

Position in PSX — Phillips 66

CIK 1842811 SILVERDALE, PA

Position in PSX

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$278,594

-$26,739 QoQ

Shares Held

1,648

-1.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#1,522

of 2,091 holders

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

IVC Wealth Advisors LLC holds $931,830 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (29.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MPC	Marathon Petroleum Corp	2,555	$653,236
2	PSX	Phillips 66 This page	1,648	$278,594

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$278,594	1,648	-1.7%	Shares	Sole	2026-07-14
2026-03-31	$305,333	1,676	-0.4%	Shares	Sole	2026-04-16
2025-12-31	$217,174	1,683	-1.0%	Shares	Sole	2026-01-16
2025-09-30	$231,234	1,700	-2.0%	Shares	Sole	2025-10-09
2025-06-30	$206,985	1,735	+0.3%	Shares	Sole	2025-07-22
2025-03-31	$213,620	1,730	+0.6%	Shares	Sole	2025-04-08
2024-09-30	$226,094	1,720	-36.9%	Shares	Sole	2024-10-24
2024-06-30	$384,547	2,724	-0.4%	Shares	Sole	2024-07-16
2024-03-31	$446,734	2,735	-0.4%	Shares	Sole	2024-04-19
2023-12-31	$365,735	2,747	-2.4%	Shares	Sole	2024-01-10
2023-09-30	$338,222	2,815	+0.5%	Shares	Sole	2023-10-05
2023-06-30	$267,254	2,802	-0.3%	Shares	Sole	2023-07-13
2023-03-31	$284,877	2,810	-0.2%	Shares	Sole	2023-04-13
2022-12-31	$292,985	2,815	+2.5%	Shares	Sole	2023-01-17
2022-09-30	$221,737	2,747	+0.4%	Shares	Sole	2022-10-12
2022-06-30	$224,324	2,736	+0.2%	Shares	Sole	2022-07-11
2022-03-31	$235,931	2,731	—	Shares	Sole	2022-04-27
No filing history on record for this holder in this stock.