Ascent Group, LLC

Position in PSX — Phillips 66

CIK 1913231 VIRGINIA BEACH, VA

Position in PSX

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,191,293

+$483,890 QoQ

Shares Held

7,047

+81.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#819

of 2,093 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Ascent Group, LLC holds $5,907,146 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (20.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	9,385	$2,444,228
2	MPC	Marathon Petroleum Corp	8,885	$2,271,625
3	PSX	Phillips 66 This page	7,047	$1,191,293

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,191,293	7,047	+81.5%	Shares	Other	2026-08-03
2026-03-31	$707,403	3,883	+15.7%	Shares	Other	2026-05-15
2025-12-31	$433,185	3,357	+29.7%	Shares	Other	2026-01-20
2025-09-30	$352,152	2,589	—	Shares	Other	2025-10-20
No filing history on record for this holder in this stock.