Valued Wealth Advisors LLC

Position in PSX — Phillips 66

CIK 2007175 HOLLADAY, UT

Position in PSX

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$12,002

+$890 QoQ

Shares Held

+16.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#2,001

of 2,091 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Valued Wealth Advisors LLC holds $82,672 across 6 Oil & Gas Refining & Marketing names. PSX ranks #3 (14.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	128	$33,336
2	MPC	Marathon Petroleum Corp	86	$21,987
3	PSX	Phillips 66 This page	71	$12,002
4	PARR	Par Pacific Holdings, Inc.	192	$10,767
5	DINO	HF Sinclair Corp	53	$3,691
6	WKC	World Kinect Corp	27	$889

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,002	71	+16.4%	Shares	Sole	2026-07-21
2026-03-31	$11,112	61	+154.2%	Shares	Sole	2026-04-30
2025-12-31	$3,096	24	0.0%	Shares	Sole	2026-01-30
2025-09-30	$3,264	24	0.0%	Shares	Sole	2025-10-29
2025-06-30	$2,863	24	-76.2%	Shares	Sole	2025-08-06
2025-03-31	$12,471	101	-1.0%	Shares	Sole	2025-05-01
2024-12-31	$11,620	102	+20.0%	Shares	Sole	2025-01-22
2024-09-30	$11,173	85	-30.3%	Shares	Sole	2024-10-28
2024-06-30	$17,222	122	+31.2%	Shares	Sole	2024-07-17
2024-03-31	$15,190	93	+86.0%	Shares	Sole	2024-04-30
2023-12-31	$6,657	50	—	Shares	Sole	2024-01-08
No filing history on record for this holder in this stock.