Private Wealth Asset Management, LLC

Position in PSX — Phillips 66

CIK 1883006 OMAHA, NE

Position in PSX

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$210,636

-$7,615 QoQ

Shares Held

1,246

+4.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,690

of 2,093 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Private Wealth Asset Management, LLC holds $711,983 across 5 Oil & Gas Refining & Marketing names. PSX ranks #2 (29.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	972	$248,511
2	PSX	Phillips 66 This page	1,246	$210,636
3	VLO	Valero Energy Corp/Tx	803	$209,133
4	SUN	Sunoco LP	406	$27,405
5	DINO	HF Sinclair Corp	234	$16,298

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$210,636	1,246	+4.0%	Shares	Sole	2026-08-11
2026-03-31	$218,251	1,198	+18.8%	Shares	Sole	2026-05-06
2025-12-31	$130,072	1,008	0.0%	Shares	Sole	2026-02-10
2025-09-30	$137,108	1,008	+10.5%	Shares	Sole	2025-11-03
2025-06-30	$108,801	912	+9.2%	Shares	Sole	2025-07-28
2025-03-31	$103,105	835	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.