Orion Porfolio Solutions, LLC

Position in PSX — Phillips 66

CIK 1360533 OMAHA, NE

Position in PSX

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

Position Value

$4,058,552

-$393,744 QoQ

Shares Held

24,008

-1.8% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#474

of 2,093 holders

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 37% Shared 0% None 63%

Energy · as of Jun 30, 2026

Orion Porfolio Solutions, LLC holds $14,074,805 across 5 Oil & Gas Refining & Marketing names. PSX ranks #3 (28.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	18,665	$4,861,112
2	MPC	Marathon Petroleum Corp	16,612	$4,247,190
3	PSX	Phillips 66 This page	24,008	$4,058,552
4	DINO	HF Sinclair Corp	11,961	$833,083
5	UGP	Ultrapar Holdings Inc	14,914	$74,868

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,058,552	24,008	-1.8%	Shares	Sole	2026-08-14
2026-03-31	$4,452,296	24,439	-13.2%	Shares	Sole	2026-05-13
2025-12-31	$3,633,637	28,159	+3.3%	Shares	Sole	2026-02-12
2025-09-30	$3,709,401	27,271	-2.2%	Shares	Sole	2025-11-12
2025-06-30	$3,326,799	27,886	+32.0%	Shares	Sole	2025-08-27
2025-03-31	$2,609,008	21,129	+10.5%	Shares	Sole	2025-08-01
2024-12-31	$2,177,999	19,117	+3.1%	Shares	Sole	2025-08-01
2024-09-30	$2,437,345	18,542	-18.6%	Shares	Sole	2025-07-31
2024-06-30	$3,217,123	22,789	+30.6%	Shares	Sole	2025-07-31
2024-03-31	$2,851,263	17,456	+13.0%	Shares	Sole	2025-07-31
2023-12-31	$2,056,613	15,447	-2.9%	Shares	Sole	2025-07-31
2023-09-30	$1,912,067	15,914	-30.5%	Shares	Sole	2025-07-31
2023-06-30	$2,184,202	22,900	-89.9%	Shares	Sole	2025-07-31
2023-03-31	$2,865,185	226,262	+769.6%	Shares	Sole	2025-07-31
2022-12-31	$2,708,057	26,019	-1.7%	Shares	Sole	2023-02-06
2022-09-30	$2,136,254	26,465	-7.5%	Shares	Sole	2022-11-01
2022-06-30	$2,344,668	28,597	-5.5%	Shares	Sole	2022-07-18
2022-03-31	$2,614,766	30,267	-17.3%	Shares	Sole	2022-05-16
2021-12-31	$2,652,977	36,613	+30.1%	Shares	Sole	2022-02-08
2021-09-30	$1,970,644	28,140	0.0%	Shares	Sole	2021-11-08
2021-06-30	$2,414,974	28,140	+19.4%	Shares	Sole	2021-08-03
2021-03-31	$1,921,490	23,565	-1.4%	Shares	Sole	2021-05-12
2020-09-30	$1,238,405	23,889	—	Shares	Sole	2020-12-03
No filing history on record for this holder in this stock.