Quotient Wealth Partners, LLC

Position in PSX — Phillips 66

CIK 2004904 DALLAS, TX

Position in PSX

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

Position Value

$3,563,066

-$726,362 QoQ

Shares Held

21,077

-10.5% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.72%

of 13F equity value

Holder Rank

#502

of 2,093 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Quotient Wealth Partners, LLC holds $5,375,889 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (66.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	21,077	$3,563,066
2	MPC	Marathon Petroleum Corp	5,317	$1,359,397
3	VLO	Valero Energy Corp/Tx	1,741	$453,426

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,563,066	21,077	-10.5%	Shares	Sole	2026-08-03
2026-03-31	$4,289,428	23,545	-22.5%	Shares	Sole	2026-04-16
2025-12-31	$3,919,848	30,377	-17.6%	Shares	Sole	2026-01-22
2025-09-30	$5,013,969	36,862	-7.0%	Shares	Sole	2025-10-10
2025-06-30	$4,729,290	39,642	+0.6%	Shares	Sole	2025-07-29
2025-03-31	$4,866,346	39,410	+10.5%	Shares	Sole	2025-04-30
2024-12-31	$4,064,338	35,674	-4.5%	Shares	Sole	2025-01-28
2024-09-30	$4,911,497	37,364	-6.6%	Shares	Sole	2024-10-09
2024-06-30	$5,648,211	40,010	+12.5%	Shares	Sole	2024-07-24
2024-03-31	$5,810,820	35,575	+0.5%	Shares	Sole	2024-05-14
2023-12-31	$4,713,954	35,406	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.