CrossGen Wealth, LLC

Position in PSX — Phillips 66

CIK 2112179 GREENVILLE, NC

Position in PSX

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$361,259

-$26,966 QoQ

Shares Held

2,137

+0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#1,360

of 2,096 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

CrossGen Wealth, LLC holds $9,540,683 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	19,854	$5,170,775
2	MPC	Marathon Petroleum Corp	15,679	$4,008,649
3	PSX	Phillips 66 This page	2,137	$361,259

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$361,259	2,137	+0.3%	Shares	Sole	2026-07-24
2026-03-31	$388,225	2,131	+0.3%	Shares	Sole	2026-04-22
2025-12-31	$274,210	2,125	—	Shares	Sole	2026-02-19
No filing history on record for this holder in this stock.