Curi Capital, LLC

Position in PSX — Phillips 66

CIK 1332905 CHICAGO, IL

Position in PSX

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

Position Value

$1,606,989

-$185,114 QoQ

Shares Held

9,506

-3.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#716

of 2,093 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 16% Shared 0% None 84%

Energy · as of Jun 30, 2026

Curi Capital, LLC holds $4,930,281 across 4 Oil & Gas Refining & Marketing names. PSX ranks #2 (32.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	9,353	$2,391,280
2	PSX	Phillips 66 This page	9,506	$1,606,989
3	SUN	Sunoco LP	6,986	$471,555
4	VLO	Valero Energy Corp/Tx	1,768	$460,457

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,606,989	9,506	-3.4%	Shares	Sole	2026-08-14
2026-03-31	$1,792,103	9,837	-36.7%	Shares	Other	2026-05-15
2025-12-31	$2,004,506	15,534	+147.9%	Shares	Sole	2026-02-17
2025-09-30	$852,300	6,266	+0.3%	Shares	Other	2025-11-13
2025-06-30	$745,028	6,245	+129.8%	Shares	Sole	2025-08-14
2025-03-31	$335,495	2,717	+65.5%	Shares	Sole	2025-05-15
2024-09-30	$215,840	1,642	+15.5%	Shares	Sole	2024-11-06
2024-06-30	$200,743	1,422	-62.8%	Shares	Sole	2024-08-13
2024-03-31	$624,122	3,821	+80.8%	Shares	Sole	2024-05-15
2023-12-31	$281,324	2,113	-30.0%	Shares	Sole	2024-02-14
2023-09-30	$362,853	3,020	+5.5%	Shares	Sole	2023-11-13
2023-06-30	$273,072	2,863	-18.0%	Shares	Sole	2023-08-11
2021-09-30	$244,544	3,492	+1.1%	Shares	Sole	2021-10-20
2021-06-30	$296,422	3,454	+1.4%	Shares	Sole	2021-08-13
2021-03-31	$277,725	3,406	0.0%	Shares	Sole	2021-05-12
2020-12-31	$238,215	3,406	-12.7%	Shares	Sole	2021-02-11
2020-09-30	$202,227	3,901	-17.2%	Shares	Other	2020-11-10
2020-06-30	$338,575	4,709	-24.4%	Shares	Other	2020-08-05
2020-03-31	$333,970	6,225	—	Shares	Other	2020-05-11
No filing history on record for this holder in this stock.