Commonwealth Retirement Investments LLC

Pension

Position in PSX — Phillips 66

CIK 1963787 RICHMOND, VA

Position in PSX

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

Position Value

$29,076

+$7,011 QoQ

Shares Held

172

+0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,930

of 2,091 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Commonwealth Retirement Investments LLC holds $1,445,326 across 4 Oil & Gas Refining & Marketing names. PSX ranks #2 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	5,468	$1,398,003
2	PSX	Phillips 66 This page	172	$29,076
3	PARR	Par Pacific Holdings, Inc.	200	$11,216
4	VLO	Valero Energy Corp/Tx	27	$7,031

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$29,076	172	+0.6%	Shares	Sole	2026-08-03
2025-12-31	$22,065	171	—	Shares	Sole	2026-02-11
No filing history on record for this holder in this stock.