Bison Wealth, LLC

Position in PSX — Phillips 66

CIK 1845251 ATLANTA, GA

Position in PSX

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$346,552

-$11,067 QoQ

Shares Held

2,050

+4.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,385

of 2,093 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Bison Wealth, LLC holds $2,585,995 across 4 Oil & Gas Refining & Marketing names. PSX ranks #3 (13.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SUN	Sunoco LP	23,859	$1,610,482
2	VLO	Valero Energy Corp/Tx	1,611	$419,568
3	PSX	Phillips 66 This page	2,050	$346,552
4	MPC	Marathon Petroleum Corp	819	$209,393

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$346,552	2,050	+4.4%	Shares	Sole	2026-07-07
2026-03-31	$357,619	1,963	+1.5%	Shares	Sole	2026-05-15
2025-12-31	$249,563	1,934	—	Shares	Sole	2026-03-24
No filing history on record for this holder in this stock.