CARY STREET PARTNERS FINANCIAL LLC

Position in PSX — Phillips 66

CIK 1475045 RICHMOND, VA

Position in PSX

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

Position Value

$5,735,865

-$512,544 QoQ

Shares Held

33,930

-1.1% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#77

of 792 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 81% Shared 0% None 19%

Energy · as of Jun 30, 2026

CARY STREET PARTNERS FINANCIAL LLC holds $10,513,958 across 6 Oil & Gas Refining & Marketing names. PSX ranks #1 (54.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	33,930	$5,735,865
2	MPC	Marathon Petroleum Corp	7,012	$1,792,758
3	SUN	Sunoco LP	16,569	$1,118,407
4	DINO	HF Sinclair Corp	13,628	$949,190
5	VLO	Valero Energy Corp/Tx	2,910	$757,880
6	SGU	Star Group, L.P.	12,450	$159,858

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,735,865	33,930	-1.1%	Shares	Defined	2026-07-17
2026-03-31	$6,248,409	34,298	-1.1%	Shares	Defined	2026-04-29
2025-12-31	$4,473,429	34,667	-1.0%	Shares	Defined	2026-02-09
2025-09-30	$4,760,699	35,000	-1.7%	Shares	Defined	2025-11-10
2025-06-30	$4,248,153	35,609	-4.1%	Shares	Defined	2025-08-13
2025-03-31	$4,587,157	37,149	-2.3%	Shares	Defined	2025-05-09
2024-12-31	$4,333,213	38,034	—	Shares	Defined	2025-02-14
No filing history on record for this holder in this stock.