Medallion Wealth Advisors, LLC

Position in PSX — Phillips 66

CIK 2131139 FARMINGTON, CT

Position in PSX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$75,903

-$5,348 QoQ

Shares Held

449

+0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,841

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

Medallion Wealth Advisors, LLC holds $112,141 across 5 Oil & Gas Refining & Marketing names. PSX ranks #1 (67.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	449	$75,903
2	DINO	HF Sinclair Corp	251	$17,482
3	MPC	Marathon Petroleum Corp	28	$7,158
4	VLO	Valero Energy Corp/Tx	23	$5,990
5	PARR	Par Pacific Holdings, Inc.	100	$5,608

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$75,903	449	+0.7%	Shares	Sole	2026-08-14
2026-03-31	$81,251	446	-4.7%	Shares	Sole	2026-04-24
2025-12-31	$60,390	468	+0.6%	Shares	Sole	2026-04-24
2025-09-30	$63,249	465	+6.9%	Shares	Sole	2026-04-24
2025-06-30	$51,895	435	+0.7%	Shares	Sole	2026-04-24
2025-03-31	$53,342	432	+0.7%	Shares	Sole	2026-04-24
2024-12-31	$48,875	429	—	Shares	Sole	2026-04-24
No filing history on record for this holder in this stock.