VIRGINIA WEALTH MANAGEMENT GROUP, INC.

Position in PSX — Phillips 66

CIK 1898282 VIRGINIA BEACH, VA

Position in PSX

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$6,372,170

-$488,000 QoQ

Shares Held

37,694

+0.1% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

4.11%

of 13F equity value

Holder Rank

#385

of 2,091 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

VIRGINIA WEALTH MANAGEMENT GROUP, INC. holds $6,372,170 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	37,694	$6,372,170

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,372,170	37,694	+0.1%	Shares	Sole	2026-07-22
2026-03-31	$6,860,170	37,656	+22.6%	Shares	Sole	2026-04-29
2025-12-31	$3,963,850	30,718	+1.0%	Shares	Sole	2026-01-26
2025-09-30	$4,137,592	30,419	+1.9%	Shares	Sole	2025-10-16
2025-06-30	$3,560,627	29,846	+2.4%	Shares	Sole	2025-07-17
2025-03-31	$3,597,836	29,137	-3.9%	Shares	Sole	2025-04-15
2024-12-31	$3,453,560	30,313	+0.8%	Shares	Sole	2025-01-27
2024-09-30	$3,952,307	30,067	+22.9%	Shares	Sole	2024-10-09
2024-06-30	$3,453,441	24,463	-0.5%	Shares	Sole	2024-07-17
2024-03-31	$4,015,060	24,581	-14.4%	Shares	Sole	2024-04-25
2023-12-31	$3,824,845	28,728	-8.4%	Shares	Sole	2024-02-09
2023-09-30	$3,770,186	31,379	-2.0%	Shares	Sole	2023-11-03
2023-06-30	$3,054,162	32,021	+0.1%	Shares	Sole	2023-08-08
2023-03-31	$3,242,335	31,982	-5.5%	Shares	Sole	2023-05-05
2022-12-31	$3,520,714	33,827	+0.6%	Shares	Sole	2023-02-07
2022-09-30	$2,715,097	33,636	+7.4%	Shares	Sole	2022-10-19
2022-06-30	$2,567,762	31,318	+2.6%	Shares	Sole	2023-01-05
2022-03-31	$2,636,363	30,517	+11.6%	Shares	Sole	2022-04-20
2021-12-31	$1,980,621	27,334	—	Shares	Sole	2022-01-18
No filing history on record for this holder in this stock.