Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

Position in PSX — Phillips 66

CIK 1510434 Seattle, WA

Back to PSX Full portfolio

Position in PSX

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$672,141

-$60,586 QoQ

Shares Held

3,976

-1.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,043

of 2,096 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Common Shares in PSX Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Refining & Marketing

Energy · as of Jun 30, 2026

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $2,746,416 across 4 Oil & Gas Refining & Marketing names. PSX ranks #3 (24.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	4,658	$1,213,129
2	MPC	Marathon Petroleum Corp	3,280	$838,596
3	PSX	Phillips 66 This page	3,976	$672,141
4	CLNE	Clean Energy Fuels Corp.	11,000	$22,550

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	$672,141	3,976	-1.1%	Shares	Sole	2026-07-15
2026-03-31	$732,727	4,022	-1.3%	Shares	Sole	2026-05-04
2025-12-31	$525,838	4,075	+6.3%	Shares	Sole	2026-01-16
2025-09-30	$521,228	3,832	-6.6%	Shares	Sole	2025-11-10
2025-06-30	$489,249	4,101	+1.2%	Shares	Sole	2025-07-21
2025-03-31	$500,217	4,051	+10.5%	Shares	Sole	2025-05-08
2024-12-31	$417,553	3,665	+14.8%	Shares	Sole	2025-01-22
2024-09-30	$419,588	3,192	-4.6%	Shares	Sole	2024-11-01
2024-06-30	$472,213	3,345	-12.1%	Shares	Sole	2024-08-09
2024-03-31	$621,672	3,806	+26.4%	Shares	Sole	2024-05-07
2023-12-31	$401,017	3,012	-12.1%	Shares	Sole	2024-02-06
2023-09-30	$411,874	3,428	+14.2%	Shares	Sole	2023-11-03
2023-06-30	$286,330	3,002	+9.6%	Shares	Sole	2023-08-11
2023-03-31	$277,578	2,738	+0.7%	Shares	Sole	2023-05-09
2022-12-31	$282,889	2,718	-24.5%	Shares	Sole	2023-02-08
2022-09-30	$290,511	3,599	-6.9%	Shares	Sole	2022-11-03
2022-06-30	$316,973	3,866	-41.2%	Shares	Sole	2022-08-02
2022-03-31	$568,359	6,579	+14.2%	Shares	Sole	2022-05-13
2021-12-31	$417,369	5,760	-8.0%	Shares	Sole	2022-02-14
2021-09-30	$438,387	6,260	+1.2%	Shares	Sole	2021-11-02
2021-06-30	$530,796	6,185	+7.3%	Shares	Sole	2021-08-12
2021-03-31	$469,833	5,762	-46.2%	Shares	Sole	2021-05-17
2020-12-31	$749,477	10,716	+9.2%	Shares	Sole	2021-02-12
2020-09-30	$508,861	9,816	-10.6%	Shares	Sole	2020-11-12
2020-06-30	$789,102	10,975	+9.3%	Shares	Sole	2020-08-12
2020-03-31	$538,806	10,043	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.