J.W. COLE ADVISORS, INC.

Position in PSX — Phillips 66

CIK 1404763 TAMPA, FL

Position in PSX

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$8,850,274

+$2,047,931 QoQ

Shares Held

52,353

-0.7% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#40

of 719 holders

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

J.W. COLE ADVISORS, INC. holds $17,808,361 across 4 Oil & Gas Refining & Marketing names. PSX ranks #1 (49.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	52,353	$8,850,274
2	SUN	Sunoco LP	59,126	$3,991,005
3	VLO	Valero Energy Corp/Tx	10,490	$2,732,015
4	MPC	Marathon Petroleum Corp	8,742	$2,235,067

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,850,274	52,353	-0.7%	Shares	Sole	2026-07-21
2025-12-31	$6,802,343	52,715	-3.3%	Shares	Sole	2026-02-11
2025-09-30	$7,418,394	54,539	+2.6%	Shares	Sole	2025-11-05
2025-06-30	$6,344,612	53,182	+0.8%	Shares	Sole	2025-08-12
2025-03-31	$6,515,792	52,768	+628.7%	Shares	Sole	2025-05-05
2024-12-31	$824,967	7,241	-1.9%	Shares	Sole	2025-01-31
2024-09-30	$970,495	7,383	-26.1%	Shares	Sole	2024-10-24
2024-06-30	$1,410,570	9,992	-0.7%	Shares	Sole	2024-08-08
2024-03-31	$1,644,180	10,066	-4.6%	Shares	Sole	2024-04-30
2023-12-31	$1,405,026	10,553	+86.7%	Shares	Sole	2024-01-31
2023-09-30	$679,087	5,652	-19.8%	Shares	Sole	2023-10-24
2023-06-30	$672,047	7,046	+1.6%	Shares	Sole	2023-07-27
2023-03-31	$703,273	6,937	-2.3%	Shares	Sole	2023-05-03
2022-12-31	$739,176	7,102	-14.9%	Shares	Sole	2023-02-14
2022-09-30	$673,850	8,348	-4.4%	Shares	Sole	2022-10-31
2022-06-30	$716,182	8,735	+4.6%	Shares	Sole	2022-07-27
2022-03-31	$721,097	8,347	+41.6%	Shares	Sole	2022-06-10
2021-12-31	$427,006	5,893	+71.8%	Shares	Sole	2022-01-25
2021-09-30	$240,202	3,430	-25.0%	Shares	Sole	2021-10-26
2021-06-30	$392,369	4,572	+62.9%	Shares	Sole	2021-08-06
2021-03-31	$228,882	2,807	-9.1%	Shares	Sole	2021-04-28
2020-12-31	$216,044	3,089	-93.4%	Shares	Sole	2021-02-12
2020-09-30	$2,437,931	47,028	—	Shares	Sole	2020-11-05
No filing history on record for this holder in this stock.