UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in PSX — Phillips 66

CIK 1463217 IRVING, TX

Back to PSX Full portfolio

Position in PSX

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$5,970,338

-$577,575 QoQ

Shares Held

35,317

-1.7% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#393

of 2,093 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in PSX Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Refining & Marketing

Energy · as of Jun 30, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $14,207,025 across 5 Oil & Gas Refining & Marketing names. PSX ranks #1 (42.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	35,317	$5,970,338
2	MPC	Marathon Petroleum Corp	15,593	$3,986,662
3	VLO	Valero Energy Corp/Tx	13,963	$3,636,523
4	DINO	HF Sinclair Corp	5,355	$372,975
5	PBF	PBF Energy Inc.	5,284	$240,527

All Filings in PSX

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,970,338	35,317	-1.7%	Shares	Defined	2026-08-17
2026-03-31	$6,547,913	35,942	-1.2%	Shares	Defined	2026-05-15
2025-12-31	$4,692,926	36,368	-2.3%	Shares	Defined	2026-02-17
2025-09-30	$5,061,440	37,211	+2.9%	Shares	Defined	2025-11-14
2025-06-30	$4,314,484	36,165	-4.3%	Shares	Defined	2025-08-11
2025-03-31	$4,664,086	37,772	+8.6%	Shares	Defined	2025-05-13
2024-12-31	$3,961,346	34,770	-3.6%	Shares	Defined	2025-02-13
2024-09-30	$4,743,110	36,083	-1.0%	Shares	Defined	2024-11-12
2024-06-30	$5,147,058	36,460	-7.7%	Shares	Defined	2024-08-14
2024-03-31	$6,454,706	39,517	-3.5%	Shares	Defined	2024-05-15
2023-12-31	$5,449,952	40,934	+9.6%	Shares	Defined	2024-02-14
2023-09-30	$4,486,280	37,339	-13.8%	Shares	Defined	2023-11-14
2023-06-30	$4,131,384	43,315	-22.2%	Shares	Defined	2023-08-14
2023-03-31	$5,647,879	55,710	-19.8%	Shares	Defined	2023-08-15
2022-12-31	$7,229,084	69,457	+13.9%	Shares	Defined	2023-02-15
2022-09-30	$4,923,435	60,994	+34.6%	Shares	Defined	2022-11-14
2022-06-30	$3,716,360	45,327	-3.2%	Shares	Defined	2022-08-11
2022-03-31	$4,043,656	46,807	-8.8%	Shares	Defined	2022-05-16
2021-12-31	$3,717,995	51,311	-0.6%	Shares	Defined	2022-02-14
2021-09-30	$3,614,738	51,617	+0.0%	Shares	Defined	2021-11-15
2021-06-30	$4,428,826	51,606	+3.1%	Shares	Defined	2021-08-13
2021-03-31	$4,083,197	50,076	+1.0%	Shares	Defined	2021-05-14
2020-12-31	$3,468,114	49,587	-14.7%	Shares	Defined	2021-02-17
2020-09-30	$3,014,288	58,146	+4.9%	Shares	Defined	2020-11-13
2020-06-30	$3,984,194	55,413	-2.2%	Shares	Defined	2020-08-13
2020-03-31	$3,040,452	56,672	—	Shares	Defined	2020-08-11
No filing history on record for this holder in this stock.