DIVERSIFY WEALTH MANAGEMENT, LLC

Position in PSX — Phillips 66

CIK 2030780 SANDY, UT

Position in PSX

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

Position Value

$1,245,222

-$169,223 QoQ

Shares Held

7,366

-5.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#806

of 2,093 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

DIVERSIFY WEALTH MANAGEMENT, LLC holds $4,210,225 across 4 Oil & Gas Refining & Marketing names. PSX ranks #2 (29.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	6,766	$1,729,863
2	PSX	Phillips 66 This page	7,366	$1,245,222
3	VLO	Valero Energy Corp/Tx	3,841	$1,000,350
4	DINO	HF Sinclair Corp	3,371	$234,790

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,245,222	7,366	-5.1%	Shares	Sole	2026-07-30
2026-03-31	$1,414,445	7,764	—	Shares	Sole	2026-05-01
No filing history on record for this holder in this stock.