Accurate Wealth Management, LLC

Position in PSX — Phillips 66

CIK 1877728 WESLEY CHAPEL, FL

Position in PSX

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

Position Value

$556,681

+$14,332 QoQ

Shares Held

3,293

+10.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,134

of 2,096 holders

Holding Since

Dec 2022

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Accurate Wealth Management, LLC holds $2,085,015 across 4 Oil & Gas Refining & Marketing names. PSX ranks #3 (26.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	2,551	$652,214
2	VLO	Valero Energy Corp/Tx	2,175	$566,457
3	PSX	Phillips 66 This page	3,293	$556,681
4	DINO	HF Sinclair Corp	4,446	$309,663

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$556,681	3,293	+10.6%	Shares	Sole	2026-07-15
2026-03-31	$542,349	2,977	+3.2%	Shares	Sole	2026-04-23
2025-12-31	$372,280	2,885	+1.5%	Shares	Sole	2026-01-14
2025-09-30	$386,568	2,842	+60.7%	Shares	Sole	2025-10-20
2025-06-30	$211,041	1,769	+66.4%	Shares	Sole	2025-07-15
2022-12-31	$110,637	1,063	—	Shares	Sole	2023-01-11
No filing history on record for this holder in this stock.