Confluence Wealth Services, Inc.

Position in PSX — Phillips 66

CIK 1910411 MCMURRAY, PA

Position in PSX

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

Position Value

$1,419,005

+$216,435 QoQ

Shares Held

8,394

+27.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#762

of 2,096 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Confluence Wealth Services, Inc. holds $11,491,491 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (12.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	29,654	$7,581,638
2	VLO	Valero Energy Corp/Tx	9,564	$2,490,848
3	PSX	Phillips 66 This page	8,394	$1,419,005

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,419,005	8,394	+27.2%	Shares	Sole	2026-07-22
2026-03-31	$1,202,570	6,601	+3.7%	Shares	Sole	2026-05-07
2025-12-31	$821,597	6,367	-3.7%	Shares	Sole	2026-01-28
2025-09-30	$898,956	6,609	0.0%	Shares	Sole	2025-10-28
2025-06-30	$788,453	6,609	+0.3%	Shares	Sole	2025-07-22
2025-03-31	$813,239	6,586	-2.3%	Shares	Sole	2025-04-24
2024-12-31	$768,002	6,741	+1.7%	Shares	Sole	2025-01-27
2024-09-30	$871,119	6,627	-0.3%	Shares	Sole	2024-10-29
2024-06-30	$938,498	6,648	+3.8%	Shares	Sole	2024-07-31
2024-03-31	$1,046,192	6,405	0.0%	Shares	Sole	2024-04-22
2023-12-31	$852,761	6,405	0.0%	Shares	Sole	2024-01-25
2023-09-30	$769,560	6,405	-1.8%	Shares	Sole	2023-11-01
2023-06-30	$621,877	6,520	+6.1%	Shares	Sole	2023-08-01
2023-03-31	$623,284	6,148	+0.0%	Shares	Sole	2023-05-12
2022-12-31	$639,779	6,147	+0.0%	Shares	Sole	2023-02-10
2022-09-30	$496,105	6,146	-25.8%	Shares	Sole	2022-11-08
2022-06-30	$678,959	8,281	+2.8%	Shares	Sole	2022-08-15
2022-03-31	$695,871	8,055	-43.3%	Shares	Sole	2022-04-26
2021-12-31	$1,029,729	14,211	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.