JACKSON THORNTON WEALTH MANAGEMENT, LLC

Position in PSX — Phillips 66

CIK 1903880 MONTGOMERY, AL

Position in PSX

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$803,155

+$42,555 QoQ

Shares Held

4,751

+13.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#967

of 2,093 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

JACKSON THORNTON WEALTH MANAGEMENT, LLC holds $1,927,993 across 5 Oil & Gas Refining & Marketing names. PSX ranks #1 (41.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	4,751	$803,155
2	VLO	Valero Energy Corp/Tx	1,824	$475,042
3	DINO	HF Sinclair Corp	3,228	$224,829
4	PBF	PBF Energy Inc.	4,792	$218,131
5	MPC	Marathon Petroleum Corp	809	$206,836

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$803,155	4,751	+13.8%	Shares	Sole	2026-08-06
2026-03-31	$760,600	4,175	+4.8%	Shares	Sole	2026-04-29
2025-12-31	$514,224	3,985	+11.8%	Shares	Other	2026-01-22
2025-09-30	$484,639	3,563	—	Shares	Sole	2025-10-29
No filing history on record for this holder in this stock.