Impact Partnership Wealth, LLC

Position in PSX — Phillips 66

CIK 1984555 MARIETTA, GA

Position in PSX

as of Mar 31, 2026 · filed Apr 23, 2026 Compact

Position Value

$599,736

+$34,154 QoQ

Shares Held

3,292

-24.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Impact Partnership Wealth, LLC holds $3,111,910 across 2 Oil & Gas Refining & Marketing names.

#	Ticker	Company	Shares	Value (USD)	Open
1	VLO	Valero Energy Corp/Tx	8,011	$2,086,384
2	DINO	HF Sinclair Corp	14,724	$1,025,526

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$599,736	3,292	-24.9%	Shares	Sole	2026-04-23
2025-12-31	$565,582	4,383	-22.4%	Shares	Sole	2026-02-10
2024-09-30	$742,823	5,651	+7.2%	Shares	Sole	2024-10-22
2024-06-30	$744,389	5,273	+2124.9%	Shares	Sole	2024-08-02
2024-03-31	$38,711	237	-97.1%	Shares	Sole	2024-05-13
2023-12-31	$1,091,348	8,197	+3.2%	Shares	Sole	2024-02-14
2023-09-30	$954,699	7,946	+128.5%	Shares	Sole	2023-10-17
2023-06-30	$331,720	3,478	—	Shares	Sole	2023-07-17
No filing history on record for this holder in this stock.