SHELTON CAPITAL MANAGEMENT

Position in PSX — Phillips 66

CIK 1002784 Denver, CO

Position in PSX

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

Position Value

$1,757,274

-$157,073 QoQ

Shares Held

10,395

-1.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#684

of 2,093 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

SHELTON CAPITAL MANAGEMENT holds $3,831,031 across 4 Oil & Gas Refining & Marketing names. PSX ranks #1 (45.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	10,395	$1,757,274
2	MPC	Marathon Petroleum Corp	5,159	$1,319,001
3	VLO	Valero Energy Corp/Tx	1,544	$402,119
4	DINO	HF Sinclair Corp	5,063	$352,637

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,757,274	10,395	-1.1%	Shares	Sole	2026-08-14
2026-03-31	$1,914,347	10,508	-8.7%	Shares	Sole	2026-05-15
2025-12-31	$1,484,992	11,508	0.0%	Shares	Sole	2026-02-17
2025-09-30	$1,565,318	11,508	-0.7%	Shares	Sole	2025-11-14
2025-06-30	$1,382,090	11,585	-0.4%	Shares	Sole	2025-08-13
2025-03-31	$1,436,566	11,634	-13.9%	Shares	Sole	2025-05-15
2024-12-31	$1,538,966	13,508	+5.5%	Shares	Sole	2025-02-13
2024-09-30	$1,683,611	12,808	-1.5%	Shares	Sole	2024-11-14
2024-06-30	$1,835,633	13,003	-2.5%	Shares	Sole	2024-08-13
2024-03-31	$2,178,465	13,337	-36.0%	Shares	Sole	2024-05-15
2023-12-31	$2,772,773	20,826	+9.2%	Shares	Sole	2024-02-14
2023-09-30	$2,291,861	19,075	-7.7%	Shares	Sole	2023-11-14
2023-06-30	$1,971,695	20,672	+4.6%	Shares	Sole	2023-08-10
2023-03-31	$2,003,877	19,766	+593.1%	Shares	Sole	2023-05-11
2022-12-31	$296,836	2,852	-88.2%	Shares	Sole	2023-02-13
2022-09-30	$1,954,473	24,213	-11.0%	Shares	Sole	2022-11-14
2022-06-30	$2,229,800	27,196	+1.3%	Shares	Sole	2022-08-11
2022-03-31	$2,320,089	26,856	+0.4%	Shares	Sole	2022-05-12
2021-12-31	$1,938,377	26,751	+1.1%	Shares	Sole	2022-02-11
2021-09-30	$1,852,363	26,451	-46.3%	Shares	Sole	2021-11-15
2021-06-30	$4,231,011	49,301	-45.6%	Shares	Sole	2021-08-12
2021-03-31	$7,391,926	90,654	+283.3%	Shares	Sole	2021-05-14
2020-12-31	$1,654,150	23,651	+20.4%	Shares	Sole	2021-02-16
2020-09-30	$1,018,033	19,638	-60.9%	Shares	Sole	2020-11-09
2020-06-30	$3,612,543	50,244	-2.5%	Shares	Sole	2020-08-12
2020-03-31	$2,765,281	51,543	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.