Retirement Wealth Solutions LLC

Pension

Position in PSX — Phillips 66

CIK 2044741 MARSHFIELD, WI

Position in PSX

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$3,211

-$250 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#2,058

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

Retirement Wealth Solutions LLC holds $21,488 across 4 Oil & Gas Refining & Marketing names. PSX ranks #3 (14.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	35	$8,948
2	VLO	Valero Energy Corp/Tx	27	$7,031
3	PSX	Phillips 66 This page	19	$3,211
4	DINO	HF Sinclair Corp	33	$2,298

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,211	19	0.0%	Shares	Sole	2026-07-07
2026-03-31	$3,461	19	—	Shares	Sole	2026-04-07
No filing history on record for this holder in this stock.