AXXCESS WEALTH MANAGEMENT, LLC

Position in PSX — Phillips 66

CIK 1911056 CARLSBAD, CA

Position in PSX

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$2,297,558

-$305,429 QoQ

Shares Held

13,591

-4.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#176

of 857 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 7% Shared 0% None 93%

Energy · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $5,409,114 across 4 Oil & Gas Refining & Marketing names. PSX ranks #1 (42.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	13,591	$2,297,558
2	MPC	Marathon Petroleum Corp	8,847	$2,261,912
3	VLO	Valero Energy Corp/Tx	2,707	$705,011
4	CSAN	Cosan S.A.	50,220	$144,633

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,297,558	13,591	-4.9%	Shares	Sole	2026-07-28
2026-03-31	$2,602,987	14,288	+26.6%	Shares	Sole	2026-04-29
2025-12-31	$1,456,216	11,285	+68.1%	Shares	Sole	2026-02-19
2025-09-30	$912,966	6,712	-2.4%	Shares	Sole	2025-11-07
2025-06-30	$820,306	6,876	-0.4%	Shares	Sole	2025-07-28
2025-03-31	$852,505	6,904	+0.5%	Shares	Sole	2025-04-30
2024-12-31	$782,813	6,871	-0.6%	Shares	Sole	2025-02-10
2024-09-30	$908,976	6,915	-24.9%	Shares	Sole	2024-11-04
2024-06-30	$1,300,599	9,213	-24.5%	Shares	Sole	2024-08-09
2024-03-31	$1,993,238	12,203	+24.5%	Shares	Sole	2024-05-14
2023-12-31	$1,304,638	9,799	-24.9%	Shares	Sole	2024-02-06
2023-09-30	$1,567,957	13,050	+260.6%	Shares	Sole	2023-11-14
2023-06-30	$345,180	3,619	-2.4%	Shares	Sole	2023-08-08
2023-03-31	$375,815	3,707	-3.4%	Shares	Sole	2023-05-03
2022-12-31	$399,250	3,836	-1.6%	Shares	Sole	2023-02-16
2022-09-30	$314,565	3,897	+31.5%	Shares	Sole	2022-11-14
2022-06-30	$242,936	2,963	-4.1%	Shares	Sole	2022-08-11
2022-03-31	$267,031	3,091	—	Shares	Sole	2022-08-11
No filing history on record for this holder in this stock.