Ancora Advisors LLC

Position in PSX — Phillips 66

CIK 1446114 Cleveland, OH

Position in PSX

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

Position Value

$5,716,256

-$902,525 QoQ

Shares Held

33,814

-6.9% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#402

of 2,097 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 91% Shared 0% None 9%

Energy · as of Jun 30, 2026

Ancora Advisors LLC holds $6,085,347 across 5 Oil & Gas Refining & Marketing names. PSX ranks #1 (93.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	33,814	$5,716,256
2	VLO	Valero Energy Corp/Tx	1,097	$285,702
3	IEP	Icahn Enterprises L.P.	10,100	$72,821
4	DINO	HF Sinclair Corp	119	$8,288
5	FGPR	Ferrellgas Partners L P	95	$2,280

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,716,256	33,814	-6.9%	Shares	Sole	2026-08-14
2026-03-31	$6,618,781	36,331	-0.9%	Shares	Sole	2026-05-15
2025-12-31	$4,732,154	36,672	-0.4%	Shares	Sole	2026-02-17
2025-09-30	$5,006,352	36,806	-0.2%	Shares	Sole	2025-11-14
2025-06-30	$4,400,619	36,887	+1.0%	Shares	Sole	2025-08-14
2025-03-31	$4,508,131	36,509	+0.3%	Shares	Sole	2025-05-15
2024-12-31	$4,145,684	36,388	-3.0%	Shares	Sole	2025-02-14
2024-09-30	$4,932,661	37,525	-8.1%	Shares	Sole	2024-11-14
2024-06-30	$5,765,806	40,843	-1.8%	Shares	Sole	2024-08-14
2024-03-31	$6,792,167	41,583	-3.5%	Shares	Sole	2024-05-16
2023-12-31	$5,739,931	43,112	+1.4%	Shares	Sole	2024-02-14
2023-09-30	$5,106,495	42,501	-1.5%	Shares	Sole	2023-11-14
2023-06-30	$4,116,314	43,157	-2.1%	Shares	Sole	2023-08-14
2023-03-31	$4,469,134	44,083	-1.2%	Shares	Sole	2023-05-16
2022-12-31	$4,641,551	44,596	+0.7%	Shares	Sole	2023-02-14
2022-09-30	$3,573,716	44,273	+1.0%	Shares	Sole	2022-11-14
2022-06-30	$3,595,015	43,847	-9.3%	Shares	Sole	2022-08-15
2022-03-31	$4,177,042	48,351	-4.3%	Shares	Sole	2022-05-16
2021-12-31	$3,660,606	50,519	+2.3%	Shares	Sole	2022-02-14
2021-09-30	$3,457,941	49,378	+17.2%	Shares	Sole	2021-11-15
2021-06-30	$3,615,854	42,133	-5.1%	Shares	Sole	2021-11-12
2021-03-31	$3,621,517	44,414	+0.1%	Shares	Sole	2021-11-12
2020-12-31	$3,103,167	44,369	+6.3%	Shares	Sole	2021-11-12
2020-09-30	$2,163,594	41,736	+3.7%	Shares	Sole	2021-11-12
2020-06-30	$2,893,759	40,247	+24.6%	Shares	Sole	2021-11-12
2020-03-31	$1,733,216	32,306	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.