MONETA GROUP INVESTMENT ADVISORS LLC

Position in PSX — Phillips 66

CIK 1120927 ST LOUIS, MO

Position in PSX

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

Position Value

$1,312,842

-$5,594 QoQ

Shares Held

7,766

+7.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#786

of 2,093 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

MONETA GROUP INVESTMENT ADVISORS LLC holds $3,540,319 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (37.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	6,948	$1,776,395
2	PSX	Phillips 66 This page	7,766	$1,312,842
3	VLO	Valero Energy Corp/Tx	1,732	$451,082

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,312,842	7,766	+7.3%	Shares	Sole	2026-08-14
2026-03-31	$1,318,436	7,237	-29.2%	Shares	Sole	2026-05-12
2025-12-31	$1,318,401	10,217	-11.1%	Shares	Sole	2026-02-12
2025-09-30	$1,563,277	11,493	-6.3%	Shares	Sole	2025-11-14
2025-06-30	$1,463,453	12,267	+5.4%	Shares	Sole	2025-08-14
2025-03-31	$1,437,430	11,641	-0.4%	Shares	Sole	2025-05-15
2024-12-31	$1,331,841	11,690	+2.7%	Shares	Sole	2025-02-11
2024-09-30	$1,496,032	11,381	+1.7%	Shares	Sole	2024-11-12
2024-06-30	$1,579,692	11,190	-1.1%	Shares	Sole	2024-08-13
2024-03-31	$1,847,375	11,310	+9.9%	Shares	Sole	2024-08-13
2023-12-31	$1,370,010	10,290	-7.9%	Shares	Sole	2024-02-15
2023-09-30	$1,342,676	11,175	+11.9%	Shares	Sole	2023-11-15
2023-06-30	$952,750	9,989	+0.5%	Shares	Sole	2023-08-15
2023-03-31	$1,007,615	9,939	-2.2%	Shares	Sole	2023-05-15
2022-12-31	$1,058,181	10,167	+2.8%	Shares	Sole	2023-02-16
2022-09-30	$797,997	9,886	-4.4%	Shares	Sole	2022-11-14
2022-06-30	$848,022	10,343	+165.1%	Shares	Sole	2022-08-15
2022-03-31	$337,007	3,901	+8.7%	Shares	Sole	2022-05-11
2021-12-31	$259,986	3,588	-0.3%	Shares	Sole	2022-02-11
2021-09-30	$251,967	3,598	+3.6%	Shares	Sole	2021-11-12
2021-06-30	$297,967	3,472	+2.6%	Shares	Sole	2021-08-13
2021-03-31	$276,012	3,385	—	Shares	Sole	2021-05-14
No filing history on record for this holder in this stock.