VestGen Advisors, LLC

Position in PSX — Phillips 66

CIK 2050130 CHICAGO, IL

Position in PSX

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,358,654

-$431,628 QoQ

Shares Held

8,037

-18.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#775

of 2,091 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

VestGen Advisors, LLC holds $5,450,609 across 5 Oil & Gas Refining & Marketing names. PSX ranks #2 (24.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	9,171	$2,344,749
2	PSX	Phillips 66 This page	8,037	$1,358,654
3	VLO	Valero Energy Corp/Tx	4,267	$1,111,297
4	DINO	HF Sinclair Corp	8,356	$581,995
5	UGP	Ultrapar Holdings Inc	10,740	$53,914

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,358,654	8,037	-18.2%	Shares	Sole	2026-08-11
2026-03-31	$1,790,282	9,827	+68.4%	Shares	Sole	2026-05-14
2025-12-31	$752,948	5,835	+104.8%	Shares	Sole	2026-02-17
2025-09-30	$387,520	2,849	+33.1%	Shares	Sole	2025-11-14
2025-06-30	$255,421	2,141	-6.8%	Shares	Sole	2025-08-13
2025-03-31	$283,757	2,298	—	Shares	Sole	2025-05-14
No filing history on record for this holder in this stock.