VSM Wealth Advisory, LLC

Position in PSX — Phillips 66

CIK 2050660 HUNT VALLEY, MD

Position in PSX

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$140,818

-$10,755 QoQ

Shares Held

833

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#1,772

of 2,097 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

VSM Wealth Advisory, LLC holds $168,604 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (83.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	833	$140,818
2	VLO	Valero Energy Corp/Tx	100	$26,044
3	CLNE	Clean Energy Fuels Corp.	850	$1,742

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$140,818	833	+0.1%	Shares	Sole	2026-07-23
2026-03-31	$151,573	832	-36.1%	Shares	Sole	2026-05-06
2025-12-31	$168,009	1,302	+56.9%	Shares	Sole	2026-02-06
2025-09-30	$112,896	830	+0.1%	Shares	Sole	2025-11-13
2025-06-30	$98,899	829	0.0%	Shares	Sole	2025-08-11
2025-03-31	$102,364	829	—	Shares	Sole	2025-05-06
No filing history on record for this holder in this stock.