Wilkerson Advisory Group LLC

Position in PSX — Phillips 66

CIK 2079661 COLUMBIA, MO

Position in PSX

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$13,693

-$4,525 QoQ

Shares Held

-19.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,996

of 2,093 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Wilkerson Advisory Group LLC holds $213,449 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	546	$139,595
2	VLO	Valero Energy Corp/Tx	231	$60,161
3	PSX	Phillips 66 This page	81	$13,693

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,693	81	-19.0%	Shares	Sole	2026-07-21
2026-03-31	$18,218	100	+78.6%	Shares	Sole	2026-05-08
2025-12-31	$7,226	56	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.