Roundview Capital LLC

Position in PSX — Phillips 66

CIK 1476804 PRINCETON, NJ

Position in PSX

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

Position Value

$519,828

-$42,743 QoQ

Shares Held

3,075

-0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,161

of 2,091 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Roundview Capital LLC holds $5,122,524 across 4 Oil & Gas Refining & Marketing names. PSX ranks #2 (10.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	15,545	$4,048,539
2	PSX	Phillips 66 This page	3,075	$519,828
3	MPC	Marathon Petroleum Corp	1,240	$317,030
4	SUN	Sunoco LP	3,513	$237,127

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$519,828	3,075	-0.4%	Shares	Sole	2026-07-30
2026-03-31	$562,571	3,088	-9.9%	Shares	Sole	2026-05-08
2025-12-31	$442,220	3,427	+0.6%	Shares	Sole	2026-02-09
2025-09-30	$463,420	3,407	+3.2%	Shares	Sole	2025-11-12
2025-06-30	$393,690	3,300	0.0%	Shares	Sole	2025-07-23
2025-03-31	$407,484	3,300	-9.3%	Shares	Sole	2025-05-06
2024-12-31	$414,705	3,640	0.0%	Shares	Sole	2025-02-12
2024-09-30	$478,478	3,640	+6.2%	Shares	Sole	2024-11-14
2024-06-30	$483,930	3,428	-12.5%	Shares	Sole	2024-08-09
2024-03-31	$640,129	3,919	0.0%	Shares	Sole	2024-05-06
2023-12-31	$521,775	3,919	-1.2%	Shares	Sole	2024-02-12
2023-09-30	$476,755	3,968	-0.3%	Shares	Sole	2023-11-13
2023-06-30	$379,421	3,978	0.0%	Shares	Sole	2023-08-09
2023-03-31	$403,289	3,978	0.0%	Shares	Sole	2023-05-09
2022-12-31	$414,030	3,978	+7.5%	Shares	Sole	2023-02-13
2022-09-30	$298,664	3,700	+6.3%	Shares	Sole	2022-11-10
2022-06-30	$285,407	3,481	+7.8%	Shares	Sole	2022-08-11
2022-03-31	$278,866	3,228	+15.1%	Shares	Sole	2022-05-17
2021-12-31	$203,250	2,805	-41.3%	Shares	Sole	2022-02-10
2021-06-30	$410,047	4,778	+9.0%	Shares	Sole	2021-08-10
2021-03-31	$357,471	4,384	-3.0%	Shares	Sole	2021-05-14
2020-12-31	$316,058	4,519	-61.6%	Shares	Sole	2021-02-08
2020-09-30	$609,275	11,753	-22.9%	Shares	Sole	2020-11-05
2020-06-30	$1,095,899	15,242	+51.0%	Shares	Sole	2020-08-13
2020-03-31	$541,596	10,095	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.