Abound Wealth Management

Position in PSX — Phillips 66

CIK 1950323 FRANKLIN, TN

Position in PSX

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$7,607

-$7,513 QoQ

Shares Held

-45.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#2,031

of 2,093 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Abound Wealth Management holds $80,959 across 5 Oil & Gas Refining & Marketing names. PSX ranks #2 (9.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	248	$63,406
2	PSX	Phillips 66 This page	45	$7,607
3	PBF	PBF Energy Inc.	129	$5,872
4	VLO	Valero Energy Corp/Tx	15	$3,906
5	PARR	Par Pacific Holdings, Inc.	3	$168

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,607	45	-45.8%	Shares	Sole	2026-07-10
2026-03-31	$15,120	83	+5.1%	Shares	Sole	2026-04-10
2025-12-31	$10,194	79	+21.5%	Shares	Sole	2026-01-12
2025-09-30	$8,841	65	0.0%	Shares	Sole	2025-10-10
2025-06-30	$7,754	65	0.0%	Shares	Sole	2025-07-14
2025-03-31	$8,026	65	-19.8%	Shares	Sole	2025-04-17
2024-12-31	$9,228	81	-22.9%	Shares	Sole	2025-01-13
2024-09-30	$13,802	105	+15.4%	Shares	Sole	2024-11-04
2024-06-30	$12,846	91	-5.2%	Shares	Sole	2024-08-09
2024-03-31	$15,680	96	+4.3%	Shares	Sole	2024-08-08
2023-12-31	$12,248	92	-8.0%	Shares	Sole	2024-08-08
2023-09-30	$12,015	100	+49.3%	Shares	Sole	2024-08-08
2023-06-30	$6,390	67	+15.5%	Shares	Sole	2024-08-08
2023-03-31	$5,880	58	0.0%	Shares	Sole	2024-08-07
2022-12-31	$6,036	58	+38.1%	Shares	Sole	2024-08-07
2022-09-30	$3,390	42	—	Shares	Sole	2024-08-07
No filing history on record for this holder in this stock.