GHP Investment Advisors, Inc.

Position in PSX — Phillips 66

CIK 1401561 Denver, CO

Position in PSX

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

Position Value

$537,916

-$32,670 QoQ

Shares Held

3,182

+1.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,149

of 2,093 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 84% Shared 0% None 16%

Energy · as of Jun 30, 2026

GHP Investment Advisors, Inc. holds $972,882 across 5 Oil & Gas Refining & Marketing names. PSX ranks #1 (55.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	3,182	$537,916
2	MPC	Marathon Petroleum Corp	871	$222,688
3	VLO	Valero Energy Corp/Tx	727	$189,339
4	DINO	HF Sinclair Corp	266	$18,526
5	WKC	World Kinect Corp	134	$4,413

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$537,916	3,182	+1.6%	Shares	Sole	2026-07-20
2026-03-31	$570,586	3,132	-2.4%	Shares	Sole	2026-04-21
2025-12-31	$414,218	3,210	+2.3%	Shares	Sole	2026-01-27
2025-09-30	$426,830	3,138	-0.4%	Shares	Sole	2025-10-31
2025-06-30	$376,033	3,152	+2.6%	Shares	Sole	2025-08-05
2025-03-31	$379,453	3,073	0.0%	Shares	Sole	2025-04-23
2024-12-31	$350,106	3,073	0.0%	Shares	Sole	2025-01-27
2024-09-30	$403,945	3,073	-9.6%	Shares	Sole	2024-10-24
2024-06-30	$480,118	3,401	-14.3%	Shares	Sole	2024-08-08
2024-03-31	$648,133	3,968	+20.9%	Shares	Sole	2024-04-25
2023-12-31	$436,965	3,282	0.0%	Shares	Sole	2024-01-26
2023-09-30	$394,332	3,282	-1.5%	Shares	Sole	2023-10-17
2023-06-30	$317,710	3,331	0.0%	Shares	Sole	2023-08-14
2023-03-31	$337,696	3,331	0.0%	Shares	Sole	2023-04-21
2022-12-31	$346,690	3,331	-5.7%	Shares	Sole	2023-02-16
2022-09-30	$285,022	3,531	+6.0%	Shares	Sole	2022-11-14
2022-06-30	$273,108	3,331	-5.9%	Shares	Sole	2022-08-11
2022-03-31	$305,906	3,541	0.0%	Shares	Sole	2022-04-28
2021-12-31	$256,580	3,541	-2.7%	Shares	Sole	2022-02-14
2021-09-30	$254,909	3,640	-8.7%	Shares	Sole	2021-11-12
2021-06-30	$342,078	3,986	-5.6%	Shares	Sole	2021-08-13
2021-03-31	$344,343	4,223	-2.1%	Shares	Sole	2021-05-14
2020-12-31	$301,651	4,313	-15.7%	Shares	Sole	2021-02-12
2020-09-30	$265,317	5,118	-22.7%	Shares	Sole	2020-11-16
2020-06-30	$476,193	6,623	-2.8%	Shares	Sole	2020-08-06
2020-03-31	$365,517	6,813	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.