MBL Wealth, LLC

Position in PSX — Phillips 66

CIK 1845785 CHARLOTTE, NC

Position in PSX

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$723,703

-$31,615 QoQ

Shares Held

4,281

+3.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,003

of 2,093 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 34% Shared 0% None 66%

Energy · as of Jun 30, 2026

MBL Wealth, LLC holds $1,169,180 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (61.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	4,281	$723,703
2	MPC	Marathon Petroleum Corp	902	$230,614
3	VLO	Valero Energy Corp/Tx	825	$214,863

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$723,703	4,281	+3.3%	Shares	Sole	2026-07-15
2026-03-31	$755,318	4,146	+51.6%	Shares	Sole	2026-04-28
2025-12-31	$352,924	2,735	—	Shares	Sole	2026-01-21
No filing history on record for this holder in this stock.