PARK AVENUE SECURITIES LLC

Broker-Dealer

Position in PSX — Phillips 66

CIK 1071640 NEW YORK, NY

Position in PSX

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$7,572,425

+$639,930 QoQ

Shares Held

44,794

+17.7% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#344

of 2,093 holders

Holding Since

Jun 2020

25 quarters on record

Energy · as of Jun 30, 2026

PARK AVENUE SECURITIES LLC holds $16,982,609 across 4 Oil & Gas Refining & Marketing names. PSX ranks #1 (44.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	44,794	$7,572,425
2	VLO	Valero Energy Corp/Tx	18,604	$4,845,225
3	MPC	Marathon Petroleum Corp	16,945	$4,332,328
4	DINO	HF Sinclair Corp	3,340	$232,631

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,572,425	44,794	+17.7%	Shares	Sole	2026-07-20
2026-03-31	$6,932,495	38,053	-6.4%	Shares	Sole	2026-04-07
2025-12-31	$5,244,959	40,646	+3.3%	Shares	Sole	2026-01-05
2025-09-30	$5,353,203	39,356	-15.9%	Shares	Sole	2025-10-23
2025-06-30	$5,582,524	46,794	-2.8%	Shares	Sole	2025-07-14
2025-03-31	$5,946,302	48,156	+0.8%	Shares	Sole	2025-04-14
2024-12-31	$5,442,891	47,774	+8.9%	Shares	Sole	2025-01-14
2024-09-30	$5,766,580	43,869	-13.5%	Shares	Sole	2024-10-03
2024-06-30	$7,160,848	50,725	-4.8%	Shares	Sole	2024-07-09
2024-03-31	$8,705,695	53,298	-1.3%	Shares	Sole	2024-04-10
2023-12-31	$7,186,764	53,979	+0.8%	Shares	Sole	2024-01-10
2023-09-30	$6,433,191	53,543	+0.3%	Shares	Sole	2023-10-26
2023-06-30	$5,090,525	53,371	+6.0%	Shares	Sole	2023-07-14
2023-03-31	$5,104,787	50,353	+3.6%	Shares	Sole	2023-04-18
2022-12-31	$5,056,414	48,582	+4.3%	Shares	Sole	2023-01-24
2022-09-30	$3,761,148	46,595	+8.4%	Shares	Sole	2022-11-01
2022-06-30	$3,524,258	42,984	+9.2%	Shares	Sole	2022-07-27
2022-03-31	$3,399,878	39,355	+9.1%	Shares	Sole	2022-04-29
2021-12-31	$2,612,835	36,059	+5.4%	Shares	Sole	2022-04-08
2021-09-30	$2,395,376	34,205	+0.7%	Shares	Sole	2021-10-21
2021-06-30	$2,916,506	33,984	+7.8%	Shares	Sole	2021-08-05
2021-03-31	$2,570,303	31,522	+71.1%	Shares	Sole	2021-04-28
2020-12-31	$1,288,574	18,424	+111.3%	Shares	Sole	2021-01-20
2020-09-30	$451,941	8,718	-2.5%	Shares	Sole	2020-11-03
2020-06-30	$642,570	8,937	—	Shares	Sole	2020-07-30
No filing history on record for this holder in this stock.