PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC

Position in PSX — Phillips 66

CIK 2026926 MINNEAPOLIS, MN

Back to PSX Full portfolio

Position in PSX

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$5,183,918

+$223,886 QoQ

Shares Held

30,665

+12.6% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.97%

of 13F equity value

Holder Rank

#426

of 2,096 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in PSX Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Refining & Marketing

Energy · as of Jun 30, 2026

PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC holds $6,078,163 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (85.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	30,665	$5,183,918
2	MPC	Marathon Petroleum Corp	2,479	$633,805
3	VLO	Valero Energy Corp/Tx	1,000	$260,440

All Filings in PSX

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7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,183,918	30,665	+12.6%	Shares	Sole	2026-08-05
2026-03-31	$4,960,032	27,226	-24.8%	Shares	Sole	2026-05-04
2025-12-31	$4,673,054	36,214	+0.1%	Shares	Sole	2026-02-10
2025-09-30	$4,919,571	36,168	-0.8%	Shares	Sole	2025-11-10
2025-06-30	$4,351,825	36,478	+8.5%	Shares	Sole	2025-08-11
2025-03-31	$4,152,879	33,632	+4.5%	Shares	Sole	2025-04-30
2024-12-31	$3,665,925	32,177	—	Shares	Sole	2025-02-19
No filing history on record for this holder in this stock.