Private Wealth Management Group, LLC

Position in PSX — Phillips 66

CIK 2011342 PRINCETON, NJ

Position in PSX

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$30,936

-$26,086 QoQ

Shares Held

183

-41.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,924

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

Private Wealth Management Group, LLC holds $180,965 across 7 Oil & Gas Refining & Marketing names. PSX ranks #3 (17.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	246	$62,894
2	VLO	Valero Energy Corp/Tx	125	$32,555
3	PSX	Phillips 66 This page	183	$30,936
4	DINO	HF Sinclair Corp	376	$26,188
5	PBF	PBF Energy Inc.	468	$21,303
6	CVI	Cvr Energy Inc	139	$3,828
7	WKC	World Kinect Corp	99	$3,261

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$30,936	183	-41.5%	Shares	Sole	2026-07-27
2026-03-31	$57,022	313	+92.0%	Shares	Sole	2026-04-23
2025-12-31	$21,033	163	0.0%	Shares	Sole	2026-01-23
2025-09-30	$22,171	163	0.0%	Shares	Sole	2025-10-17
2025-06-30	$19,445	163	-49.2%	Shares	Sole	2025-07-29
2025-03-31	$39,637	321	0.0%	Shares	Sole	2025-05-02
2024-12-31	$36,571	321	-11.1%	Shares	Sole	2025-01-27
2024-09-30	$47,453	361	0.0%	Shares	Sole	2024-10-29
2024-06-30	$50,962	361	+18.4%	Shares	Sole	2024-08-13
2024-03-31	$49,818	305	0.0%	Shares	Sole	2024-04-30
2023-12-31	$40,607	305	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.