Obermeyer Wealth Partners

Position in PSX — Phillips 66

CIK 1349654 ASPEN, CO

Position in PSX

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$546,876

-$48,306 QoQ

Shares Held

3,235

-1.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,138

of 2,093 holders

Holding Since

Mar 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Obermeyer Wealth Partners holds $916,961 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (59.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PSX	Phillips 66 This page	3,235	$546,876
2	VLO	Valero Energy Corp/Tx	1,421	$370,085

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$546,876	3,235	-1.0%	Shares	Sole	2026-07-29
2026-03-31	$595,182	3,267	+3.9%	Shares	Sole	2026-04-21
2025-12-31	$405,830	3,145	+0.3%	Shares	Sole	2026-01-29
2025-09-30	$426,422	3,135	+8.6%	Shares	Sole	2025-10-27
2025-06-30	$344,419	2,887	+0.4%	Shares	Sole	2025-08-05
2025-03-31	$355,128	2,876	+0.7%	Shares	Sole	2025-05-06
2024-12-31	$325,384	2,856	+0.2%	Shares	Sole	2025-02-14
2024-09-30	$374,763	2,851	-2.0%	Shares	Sole	2024-11-05
2024-06-30	$410,804	2,910	0.0%	Shares	Sole	2024-08-01
2024-03-31	$475,319	2,910	+11.9%	Shares	Sole	2024-05-07
2023-12-31	$346,164	2,600	+2.7%	Shares	Sole	2024-01-31
2023-09-30	$304,219	2,532	0.0%	Shares	Sole	2023-11-08
2023-06-30	$241,502	2,532	0.0%	Shares	Sole	2023-08-07
2023-03-31	$256,694	2,532	0.0%	Shares	Sole	2023-05-09
2022-12-31	$263,530	2,532	0.0%	Shares	Sole	2023-02-08
2022-09-30	$204,383	2,532	0.0%	Shares	Sole	2022-12-09
2022-06-30	$207,598	2,532	+2.7%	Shares	Sole	2022-08-15
2022-03-31	$212,951	2,465	-10.7%	Shares	Sole	2022-05-16
2021-06-30	$236,863	2,760	-0.0%	Shares	Sole	2021-07-29
2021-03-31	$225,131	2,761	—	Shares	Sole	2021-05-10
No filing history on record for this holder in this stock.