WPG Advisers, LLC

Position in PSX — Phillips 66

CIK 2067343 BALTIMORE, MD

Position in PSX

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$15,552

+$614 QoQ

Shares Held

+12.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,988

of 2,093 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

WPG Advisers, LLC holds $165,910 across 5 Oil & Gas Refining & Marketing names. PSX ranks #3 (9.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	380	$97,154
2	VLO	Valero Energy Corp/Tx	157	$40,889
3	PSX	Phillips 66 This page	92	$15,552
4	DINO	HF Sinclair Corp	135	$9,402
5	PBF	PBF Energy Inc.	64	$2,913

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,552	92	+12.2%	Shares	Sole	2026-08-06
2026-03-31	$14,938	82	-2.4%	Shares	Sole	2026-04-30
2025-12-31	$10,839	84	-33.3%	Shares	Sole	2026-01-28
2025-09-30	$17,138	126	+12.5%	Shares	Sole	2025-10-29
2025-06-30	$13,361	112	+4.7%	Shares	Sole	2025-08-11
2025-03-31	$13,212	107	+118.4%	Shares	Sole	2025-05-15
2024-12-31	$5,582	49	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.