Ashton Thomas Private Wealth, LLC

Position in PSX — Phillips 66

CIK 2019663 SCOTTSDALE, AZ

Position in PSX

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$2,323,254

-$188,826 QoQ

Shares Held

13,743

-0.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#612

of 2,093 holders

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Ashton Thomas Private Wealth, LLC holds $5,248,143 across 4 Oil & Gas Refining & Marketing names. PSX ranks #2 (44.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	9,803	$2,553,093
2	PSX	Phillips 66 This page	13,743	$2,323,254
3	MPC	Marathon Petroleum Corp	1,103	$282,004
4	UGP	Ultrapar Holdings Inc	17,887	$89,792

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,323,254	13,743	-0.3%	Shares	Sole	2026-07-29
2026-03-31	$2,512,080	13,789	-7.8%	Shares	Sole	2026-05-11
2025-12-31	$1,930,309	14,959	+5.8%	Shares	Sole	2026-01-29
2025-09-30	$1,923,594	14,142	+26.1%	Shares	Sole	2025-11-04
2025-06-30	$1,337,591	11,212	-68.1%	Shares	Sole	2025-08-01
2025-03-31	$4,344,767	35,186	+10.3%	Shares	Sole	2025-05-16
2024-12-31	$3,633,227	31,890	+3.1%	Shares	Sole	2025-02-07
2024-09-30	$4,067,720	30,945	-0.4%	Shares	Sole	2024-11-05
2024-06-30	$4,386,575	31,073	-1.1%	Shares	Sole	2024-08-07
2024-03-31	$5,132,142	31,420	-2.1%	Shares	Sole	2024-04-22
2023-12-31	$4,274,459	32,105	+2.0%	Shares	Sole	2024-04-22
2023-09-30	$3,781,360	31,472	+22.7%	Shares	Sole	2024-04-22
2023-06-30	$2,445,638	25,641	+6.6%	Shares	Sole	2024-04-23
2023-03-31	$2,437,884	24,047	+21.6%	Shares	Sole	2024-04-23
2022-12-31	$2,058,910	19,782	+11.9%	Shares	Sole	2024-04-22
2022-09-30	$1,426,564	17,673	+33.0%	Shares	Sole	2024-04-22
2022-06-30	$1,089,483	13,288	+3.0%	Shares	Sole	2024-04-22
2022-03-31	$1,114,603	12,902	+24.9%	Shares	Sole	2024-04-22
2021-12-31	$748,439	10,329	+76.7%	Shares	Sole	2024-04-22
2021-06-30	$501,703	5,846	+10.0%	Shares	Sole	2024-04-22
2021-03-31	$433,222	5,313	—	Shares	Sole	2024-04-22
No filing history on record for this holder in this stock.