Guardian Wealth Management, Inc.

Position in PSX — Phillips 66

CIK 1910205 PEORIA, IL

Position in PSX

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$647,123

-$47,164 QoQ

Shares Held

3,828

+0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#1,063

of 2,093 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Energy · as of Jun 30, 2026

Guardian Wealth Management, Inc. holds $647,123 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	3,828	$647,123

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$647,123	3,828	+0.4%	Shares	Sole	2026-07-13
2026-03-31	$694,287	3,811	-14.0%	Shares	Sole	2026-05-08
2025-12-31	$572,034	4,433	-1.1%	Shares	Sole	2026-02-13
2025-09-30	$609,641	4,482	-1.4%	Shares	Sole	2025-11-14
2025-06-30	$542,337	4,546	-17.5%	Shares	Sole	2025-08-14
2025-03-31	$680,745	5,513	-12.5%	Shares	Sole	2025-05-06
2024-12-31	$717,759	6,300	-38.2%	Shares	Sole	2025-02-14
2024-09-30	$1,340,527	10,198	-4.7%	Shares	Sole	2024-11-15
2024-06-30	$1,511,224	10,705	-1.3%	Shares	Sole	2024-08-08
2024-03-31	$1,771,585	10,846	-2.9%	Shares	Sole	2024-05-14
2023-12-31	$1,486,508	11,165	-4.7%	Shares	Sole	2024-02-14
2023-09-30	$1,407,437	11,714	+0.5%	Shares	Sole	2023-11-01
2023-06-30	$1,112,035	11,659	+2.0%	Shares	Sole	2023-08-14
2023-03-31	$1,159,178	11,434	-1.2%	Shares	Sole	2023-05-09
2022-12-31	$1,203,997	11,568	-20.9%	Shares	Sole	2023-02-10
2022-09-30	$1,180,126	14,620	-0.3%	Shares	Sole	2022-11-14
2022-06-30	$1,202,465	14,666	+0.7%	Shares	Sole	2022-08-15
2022-03-31	$1,258,097	14,563	+4.1%	Shares	Sole	2022-05-13
2021-12-31	$1,013,425	13,986	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.