Spire Wealth Management

Position in PSX — Phillips 66

CIK 1858740 MCLEAN, VA

Position in PSX

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

Position Value

$70,155

-$249,570 QoQ

Shares Held

415

-76.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,848

of 2,093 holders

Holding Since

Mar 2021

22 quarters on record

Energy · as of Jun 30, 2026

Spire Wealth Management holds $3,479,655 across 6 Oil & Gas Refining & Marketing names. PSX ranks #3 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	10,620	$2,715,214
2	VLO	Valero Energy Corp/Tx	2,261	$588,854
3	PSX	Phillips 66 This page	415	$70,155
4	SGU	Star Group, L.P.	4,537	$58,255
5	IEP	Icahn Enterprises L.P.	5,500	$39,655
6	DINO	HF Sinclair Corp	108	$7,522

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$70,155	415	-76.4%	Shares	Sole	2026-07-15
2026-03-31	$319,725	1,755	+13.4%	Shares	Sole	2026-04-22
2025-12-31	$199,753	1,548	-8.5%	Shares	Sole	2026-01-14
2025-09-30	$230,145	1,692	+9.9%	Shares	Sole	2025-10-23
2025-06-30	$183,722	1,540	-54.3%	Shares	Sole	2025-08-04
2025-03-31	$415,757	3,367	+17.6%	Shares	Sole	2025-04-23
2024-12-31	$326,067	2,862	-14.2%	Shares	Sole	2025-01-24
2024-09-30	$438,385	3,335	-14.9%	Shares	Sole	2024-10-15
2024-06-30	$553,104	3,918	-65.6%	Shares	Sole	2024-07-31
2024-03-31	$1,860,442	11,390	+1.8%	Shares	Sole	2024-04-24
2023-12-31	$1,489,703	11,189	-5.4%	Shares	Sole	2024-02-06
2023-09-30	$1,421,134	11,828	+162.2%	Shares	Sole	2023-11-08
2023-06-30	$430,259	4,511	-13.0%	Shares	Sole	2023-08-09
2023-03-31	$525,858	5,187	+26.8%	Shares	Sole	2023-05-09
2022-12-31	$425,895	4,092	+12.1%	Shares	Sole	2023-02-03
2022-09-30	$294,708	3,651	-42.2%	Shares	Sole	2022-11-07
2022-06-30	$517,766	6,315	-4.0%	Shares	Sole	2022-07-22
2022-03-31	$568,273	6,578	-39.8%	Shares	Sole	2022-04-18
2021-12-31	$791,915	10,929	-5.1%	Shares	Sole	2022-01-14
2021-09-30	$806,605	11,518	+0.9%	Shares	Sole	2021-10-22
2021-06-30	$979,978	11,419	-8.9%	Shares	Sole	2021-07-26
2021-03-31	$1,021,533	12,528	—	Shares	Sole	2021-05-21
No filing history on record for this holder in this stock.