JOURNEY STRATEGIC WEALTH LLC

Position in PSX — Phillips 66

CIK 1909316 SUMMIT, NJ

Position in PSX

as of Mar 31, 2026 · filed Apr 15, 2026 Compact

Position Value

$639,995

+$282,944 QoQ

Shares Held

3,513

+27.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2025

5 quarters on record

Voting authority Sole 0% Shared 99% None 1%

Energy · as of Mar 31, 2026

JOURNEY STRATEGIC WEALTH LLC holds $4,993,617 across 6 Oil & Gas Refining & Marketing names. PSX ranks #3 (12.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	9,874	$2,411,029
2	VLO	Valero Energy Corp/Tx	4,189	$1,035,015
3	PSX	Phillips 66 This page	3,513	$639,995
4	SUN	Sunoco LP	6,262	$406,841
5	PBF	PBF Energy Inc.	5,314	$253,050
6	DINO	HF Sinclair Corp	3,970	$247,687

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$639,995	3,513	+27.0%	Shares	Sole	2026-04-15
2025-12-31	$357,051	2,767	+4.7%	Shares	Sole	2026-02-13
2025-09-30	$359,498	2,643	+26.9%	Shares	Sole	2025-11-12
2025-06-30	$248,500	2,083	+27.1%	Shares	Sole	2025-08-12
2025-03-31	$202,382	1,639	—	Shares	Sole	2025-05-06
No filing history on record for this holder in this stock.