Plante Moran Financial Advisors, LLC

Position in PSX — Phillips 66

CIK 1424717 SOUTHFIELD, MI

Position in PSX

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$24,005

-$56,336 QoQ

Shares Held

142

-67.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,952

of 2,093 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Plante Moran Financial Advisors, LLC holds $269,952 across 7 Oil & Gas Refining & Marketing names. PSX ranks #3 (8.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	485	$126,313
2	MPC	Marathon Petroleum Corp	463	$118,375
3	PSX	Phillips 66 This page	142	$24,005
4	PARR	Par Pacific Holdings, Inc.	17	$953
5	CVI	Cvr Energy Inc	8	$220
6	WKC	World Kinect Corp	2	$65
7	IEP	Icahn Enterprises L.P.	3	$21

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$24,005	142	-67.8%	Shares	Sole	2026-08-06
2026-03-31	$80,341	441	-44.2%	Shares	Sole	2026-05-05
2025-12-31	$101,941	790	+24.2%	Shares	Sole	2026-02-05
2025-09-30	$86,508	636	0.0%	Shares	Sole	2025-11-05
2025-06-30	$75,874	636	-1.2%	Shares	Sole	2025-08-05
2025-03-31	$79,521	644	0.0%	Shares	Sole	2025-05-08
2024-12-31	$73,370	644	0.0%	Shares	Sole	2025-02-05
2024-09-30	$84,653	644	0.0%	Shares	Sole	2024-10-30
2024-06-30	$90,913	644	-2.0%	Shares	Sole	2024-08-12
2024-03-31	$107,314	657	-3.8%	Shares	Sole	2024-05-09
2023-12-31	$90,934	683	+6.1%	Shares	Sole	2024-02-05
2023-09-30	$77,376	644	-11.2%	Shares	Sole	2023-11-07
2023-06-30	$69,150	725	+20.8%	Shares	Sole	2023-08-07
2023-03-31	$60,828	600	-31.2%	Shares	Sole	2023-05-08
2022-12-31	$90,757	872	-0.7%	Shares	Sole	2023-02-09
2022-09-30	$70,872	878	-5.7%	Shares	Sole	2022-11-02
2022-06-30	$76,332	931	+9.7%	Shares	Sole	2022-08-02
2022-03-31	$73,345	849	+36.3%	Shares	Sole	2022-05-06
2021-12-31	$45,142	623	+13.5%	Shares	Sole	2022-02-09
2021-09-30	$38,446	549	-20.5%	Shares	Sole	2021-11-08
2021-06-30	$59,301	691	+20.4%	Shares	Sole	2021-08-10
2021-03-31	$46,803	574	-12.2%	Shares	Sole	2021-05-13
2020-12-31	$45,740	654	+3.2%	Shares	Sole	2021-02-09
2020-09-30	$32,866	634	0.0%	Shares	Sole	2020-11-12
2020-06-30	$45,584	634	+170.9%	Shares	Sole	2020-08-10
2020-03-31	$12,554	234	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.