HARBOR INVESTMENT ADVISORY, LLC

Position in PSX — Phillips 66

CIK 1468792 LUTHERVILLE, MD

Position in PSX

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$546,876

-$42,476 QoQ

Shares Held

3,235

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,138

of 2,091 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

HARBOR INVESTMENT ADVISORY, LLC holds $1,173,157 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (46.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	2,200	$562,474
2	PSX	Phillips 66 This page	3,235	$546,876
3	VLO	Valero Energy Corp/Tx	245	$63,807

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$546,876	3,235	0.0%	Shares	Sole	2026-07-07
2026-03-31	$589,352	3,235	-1.4%	Shares	Sole	2026-04-23
2025-12-31	$423,509	3,282	-0.1%	Shares	Sole	2026-01-07
2025-09-30	$446,825	3,285	+1.5%	Shares	Sole	2025-10-27
2025-06-30	$386,293	3,238	-36.2%	Shares	Sole	2025-07-01
2025-03-31	$626,290	5,072	0.0%	Shares	Sole	2025-04-09
2024-12-31	$577,852	5,072	0.0%	Shares	Sole	2025-01-16
2024-09-30	$666,714	5,072	-4.5%	Shares	Sole	2024-10-04
2024-06-30	$749,471	5,309	-1.5%	Shares	Sole	2024-07-19
2024-03-31	$880,565	5,391	-9.5%	Shares	Sole	2024-04-12
2023-12-31	$793,114	5,957	+0.4%	Shares	Sole	2024-01-26
2023-09-30	$712,970	5,934	-44.2%	Shares	Sole	2023-10-13
2023-06-30	$1,014,175	10,633	-1.5%	Shares	Sole	2023-07-14
2023-03-31	$1,094,701	10,798	-0.2%	Shares	Sole	2023-04-21
2022-12-31	$1,125,937	10,818	+0.5%	Shares	Sole	2023-01-24
2022-09-30	$869,192	10,768	+2.3%	Shares	Sole	2022-11-01
2022-06-30	$862,616	10,521	+11.1%	Shares	Sole	2022-07-18
2022-03-31	$818,458	9,474	+22.8%	Shares	Sole	2022-04-20
2021-12-31	$559,028	7,715	+25.4%	Shares	Sole	2022-01-10
2021-09-30	$430,824	6,152	-6.3%	Shares	Sole	2021-10-12
2021-06-30	$563,494	6,566	+0.9%	Shares	Sole	2021-07-27
2021-03-31	$530,825	6,510	+67.4%	Shares	Sole	2021-04-16
2020-12-31	$271,926	3,888	+12.4%	Shares	Sole	2021-02-04
2020-09-30	$179,262	3,458	-0.5%	Shares	Sole	2020-10-23
2020-06-30	$249,852	3,475	+0.5%	Shares	Sole	2020-07-16
2020-03-31	$185,521	3,458	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.