Naviter Wealth, LLC

Position in PSX — Phillips 66

CIK 1855567 LITTLE ROCK, AR

Position in PSX

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

Position Value

$1,404,974

-$88,719 QoQ

Shares Held

8,311

+1.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#762

of 2,093 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 42% Shared 0% None 58%

Energy · as of Jun 30, 2026

Naviter Wealth, LLC holds $1,404,974 across 1 Oil & Gas Refining & Marketing name. PSX ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PSX	Phillips 66 This page	8,311	$1,404,974

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,404,974	8,311	+1.4%	Shares	Sole	2026-08-07
2026-03-31	$1,493,693	8,199	+3.6%	Shares	Sole	2026-04-10
2025-12-31	$1,021,480	7,916	-4.3%	Shares	Sole	2026-01-21
2025-09-30	$1,124,885	8,270	+0.2%	Shares	Sole	2025-11-06
2025-06-30	$984,821	8,255	-9.9%	Shares	Sole	2025-07-28
2025-03-31	$1,130,706	9,157	-1.0%	Shares	Sole	2025-04-25
2024-12-31	$1,054,194	9,253	+118.7%	Shares	Sole	2025-02-07
2024-09-30	$556,164	4,231	0.0%	Shares	Sole	2024-10-16
2024-06-30	$597,290	4,231	0.0%	Shares	Sole	2024-08-02
2024-03-31	$691,091	4,231	-1.6%	Shares	Sole	2024-04-18
2023-12-31	$572,635	4,301	0.0%	Shares	Sole	2024-02-05
2023-09-30	$516,765	4,301	+0.1%	Shares	Sole	2023-11-14
2023-06-30	$409,752	4,296	0.0%	Shares	Sole	2023-07-20
2023-03-31	$435,528	4,296	0.0%	Shares	Sole	2023-04-12
2022-12-31	$447,127	4,296	0.0%	Shares	Sole	2023-01-31
2022-09-30	$346,773	4,296	0.0%	Shares	Sole	2022-10-27
2022-06-30	$352,229	4,296	—	Shares	Sole	2022-07-18
No filing history on record for this holder in this stock.