Asset One Wealth Management LLC

Position in PSX — Phillips 66

CIK 2110759 BELLEVUE, WA

Position in PSX

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$207,931

New position

Shares Held

1,230

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,704

of 2,093 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Asset One Wealth Management LLC holds $2,764,159 across 4 Oil & Gas Refining & Marketing names. PSX ranks #3 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	7,778	$1,988,601
2	VLO	Valero Energy Corp/Tx	1,401	$364,876
3	PSX	Phillips 66 This page	1,230	$207,931
4	DINO	HF Sinclair Corp	2,911	$202,751

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$207,931	1,230	—	Shares	Sole	2026-08-13
No filing history on record for this holder in this stock.