NewEdge Wealth, LLC

Position in PSX — Phillips 66

CIK 1861796 STAMFORD, CT

Position in PSX

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$1,213,136

-$276,114 QoQ

Shares Held

6,659

-42.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

20 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Energy · as of Mar 31, 2026

NewEdge Wealth, LLC holds $6,788,558 across 4 Oil & Gas Refining & Marketing names. PSX ranks #4 (17.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	9,167	$2,264,982
2	CAPL	CrossAmerica Partners LP	93,975	$1,952,800
3	MPC	Marathon Petroleum Corp	5,560	$1,357,640
4	PSX	Phillips 66 This page	6,659	$1,213,136

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,213,136	6,659	-42.3%	Shares	Sole	2026-05-13
2025-12-31	$1,489,250	11,541	+30.5%	Shares	Sole	2026-02-03
2025-09-30	$1,202,960	8,844	-14.2%	Shares	Sole	2025-11-07
2025-06-30	$1,229,028	10,302	-28.9%	Shares	Sole	2025-08-11
2025-03-31	$1,788,484	14,484	-4.7%	Shares	Sole	2025-05-09
2024-12-31	$1,731,622	15,199	+0.5%	Shares	Sole	2025-02-05
2024-09-30	$1,987,261	15,118	+0.0%	Shares	Sole	2024-11-12
2024-06-30	$2,133,784	15,115	-2.2%	Shares	Sole	2024-08-02
2024-03-31	$2,525,236	15,460	+13.3%	Shares	Sole	2024-05-06
2023-12-31	$1,816,562	13,644	-10.3%	Shares	Sole	2024-01-29
2023-09-30	$1,827,000	15,206	+13.3%	Shares	Sole	2023-11-08
2023-06-30	$1,280,094	13,421	+86.9%	Shares	Sole	2023-08-09
2023-03-31	$728,111	7,182	-27.7%	Shares	Sole	2023-05-08
2022-12-31	$1,034,242	9,937	+16.1%	Shares	Sole	2023-02-14
2022-09-30	$690,882	8,559	-4.4%	Shares	Sole	2022-11-14
2022-06-30	$733,974	8,952	+116.3%	Shares	Sole	2022-08-09
2022-03-31	$357,568	4,139	+30.3%	Shares	Sole	2022-05-10
2021-12-31	$230,132	3,176	+7.8%	Shares	Sole	2022-01-31
2021-06-30	$252,739	2,945	-50.1%	Shares	Sole	2021-08-11
2020-12-31	$412,715	5,901	—	Shares	Sole	2021-05-13
No filing history on record for this holder in this stock.