PENSION & WEALTH MANAGEMENT ADVISORS, INC.

Pension

Position in PSX — Phillips 66

CIK 2145782 WALTHAM, MA

Position in PSX

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$16,905

New position

Shares Held

100

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,985

of 2,097 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $54,827 across 4 Oil & Gas Refining & Marketing names. PSX ranks #2 (30.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	138	$35,282
2	PSX	Phillips 66 This page	100	$16,905
3	VLO	Valero Energy Corp/Tx	10	$2,604
4	IEP	Icahn Enterprises L.P.	5	$36

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,905	100	—	Shares	Sole	2026-08-07
No filing history on record for this holder in this stock.