SAX WEALTH ADVISORS, LLC

Position in PSX — Phillips 66

CIK 1846150 PARSIPPANY, NJ

Position in PSX

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

Position Value

$369,205

+$39,278 QoQ

Shares Held

2,184

+20.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,347

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

SAX WEALTH ADVISORS, LLC holds $1,686,249 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (21.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	3,276	$837,574
2	VLO	Valero Energy Corp/Tx	1,841	$479,470
3	PSX	Phillips 66 This page	2,184	$369,205

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$369,205	2,184	+20.6%	Shares	Sole	2026-07-09
2026-03-31	$329,927	1,811	0.0%	Shares	Sole	2026-04-08
2025-12-31	$233,691	1,811	—	Shares	Sole	2026-01-12
No filing history on record for this holder in this stock.