Marion Wealth Management

Position in PSX — Phillips 66

CIK 1911097 MONROEVILLE, PA

Position in PSX

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$2,248,703

-$251,717 QoQ

Shares Held

13,302

-3.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.50%

of 13F equity value

Holder Rank

#620

of 2,091 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Marion Wealth Management holds $2,248,703 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	13,302	$2,248,703

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,248,703	13,302	-3.1%	Shares	Sole	2026-07-16
2026-03-31	$2,500,420	13,725	-5.1%	Shares	Sole	2026-05-12
2025-12-31	$1,865,789	14,459	+2.0%	Shares	Sole	2026-01-26
2025-09-30	$1,927,675	14,172	+0.2%	Shares	Sole	2025-10-10
2025-06-30	$1,687,021	14,141	+3.7%	Shares	Sole	2025-08-05
2025-03-31	$1,683,526	13,634	+2.9%	Shares	Sole	2025-04-08
2024-12-31	$1,510,142	13,255	+2.7%	Shares	Sole	2025-01-13
2024-09-30	$1,695,967	12,902	+4.7%	Shares	Sole	2024-10-07
2024-06-30	$1,740,202	12,327	+1.0%	Shares	Sole	2024-07-09
2024-03-31	$1,992,584	12,199	-1.0%	Shares	Sole	2024-04-08
2023-12-31	$1,641,083	12,326	-1.3%	Shares	Sole	2024-01-10
2023-09-30	$1,500,793	12,491	-0.2%	Shares	Sole	2023-10-18
2023-06-30	$1,193,203	12,510	+2.8%	Shares	Sole	2023-07-24
2023-03-31	$1,233,794	12,170	+6.0%	Shares	Sole	2023-04-24
2022-12-31	$1,195,462	11,486	+16.1%	Shares	Sole	2023-01-19
2022-09-30	$798,240	9,889	+13.8%	Shares	Sole	2022-11-10
2022-06-30	$712,247	8,687	-24.0%	Shares	Sole	2022-07-27
2022-03-31	$987,437	11,430	-2.5%	Shares	Sole	2022-04-08
2021-12-31	$849,231	11,720	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.