ATLAS CAPITAL ADVISORS INC.

Position in PSX — Phillips 66

CIK 1434165 JACKSON, WY

Position in PSX

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$276,903

-$21,507 QoQ

Shares Held

1,638

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,530

of 2,097 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

ATLAS CAPITAL ADVISORS INC. holds $2,830,855 across 5 Oil & Gas Refining & Marketing names. PSX ranks #4 (9.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	3,322	$849,335
2	VLO	Valero Energy Corp/Tx	3,050	$794,342
3	DINO	HF Sinclair Corp	10,870	$757,095
4	PSX	Phillips 66 This page	1,638	$276,903
5	UGP	Ultrapar Holdings Inc	30,514	$153,180

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$276,903	1,638	0.0%	Shares	Sole	2026-08-13
2026-03-31	$298,410	1,638	-36.6%	Shares	Sole	2026-05-11
2025-12-31	$333,439	2,584	-6.7%	Shares	Sole	2026-02-13
2025-06-30	$330,580	2,771	-27.5%	Shares	Sole	2025-08-12
2025-03-31	$471,693	3,820	0.0%	Shares	Sole	2025-05-12
2024-12-31	$435,212	3,820	-13.2%	Shares	Sole	2025-02-12
2024-09-30	$578,642	4,402	-31.2%	Shares	Sole	2024-11-05
2024-06-30	$902,923	6,396	-6.7%	Shares	Sole	2024-07-30
2024-03-31	$1,120,022	6,857	-1.4%	Shares	Sole	2024-04-15
2023-12-31	$925,456	6,951	+19.4%	Shares	Sole	2024-02-15
2023-09-30	$699,393	5,821	+0.8%	Shares	Sole	2023-11-14
2023-06-30	$550,819	5,775	+103.6%	Shares	Sole	2023-08-15
2023-03-31	$287,513	2,836	-3.9%	Shares	Sole	2023-05-16
2022-12-31	$307,140	2,951	+8.0%	Shares	Sole	2023-02-15
2022-09-30	$220,607	2,733	-6.8%	Shares	Sole	2022-11-08
2022-06-30	$240,476	2,933	+6.0%	Shares	Sole	2022-08-16
2022-03-31	$239,127	2,768	0.0%	Shares	Sole	2022-05-11
2021-12-31	$200,569	2,768	+203.2%	Shares	Sole	2022-02-01
2021-09-30	$63,937	913	0.0%	Shares	Sole	2021-10-28
2021-06-30	$78,353	913	+2.2%	Shares	Sole	2021-07-30
2021-03-31	$72,815	893	+28.9%	Shares	Sole	2021-05-10
2020-12-31	$48,468	693	0.0%	Shares	Sole	2021-02-16
2020-06-30	$49,826	693	-7.4%	Shares	Sole	2020-07-28
2020-03-31	$40,130	748	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.