Prospera Financial Services Inc

Position in PSX — Phillips 66

CIK 1541625 Dallas, TX

Position in PSX

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

Position Value

$4,815,727

-$1,455,272 QoQ

Shares Held

28,487

-17.2% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#441

of 2,093 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Prospera Financial Services Inc holds $11,622,563 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (41.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	19,324	$5,032,742
2	PSX	Phillips 66 This page	28,487	$4,815,727
3	MPC	Marathon Petroleum Corp	6,939	$1,774,094

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,815,727	28,487	-17.2%	Shares	Sole	2026-07-15
2026-03-31	$6,270,999	34,422	-0.1%	Shares	Sole	2026-04-14
2025-12-31	$4,446,847	34,461	-0.9%	Shares	Sole	2026-02-09
2025-09-30	$4,731,727	34,787	-13.8%	Shares	Sole	2025-11-06
2025-06-30	$4,812,084	40,336	-12.2%	Shares	Sole	2025-08-06
2025-03-31	$5,671,683	45,932	+53.3%	Shares	Sole	2025-05-15
2024-12-31	$3,413,228	29,959	+3.2%	Shares	Sole	2025-02-13
2024-09-30	$3,817,308	29,040	+6.8%	Shares	Sole	2024-11-07
2024-06-30	$3,838,553	27,191	+6.4%	Shares	Sole	2024-08-13
2024-03-31	$4,173,663	25,552	+4.9%	Shares	Sole	2024-08-13
2023-12-31	$3,242,358	24,353	-1.5%	Shares	Sole	2024-02-14
2023-09-30	$2,971,790	24,734	-10.4%	Shares	Sole	2023-11-13
2023-06-30	$2,632,774	27,603	+5.4%	Shares	Sole	2023-08-08
2023-03-31	$2,655,547	26,194	+9.3%	Shares	Sole	2023-05-12
2022-12-31	$2,495,109	23,973	+24.9%	Shares	Sole	2023-02-08
2022-09-30	$1,549,016	19,190	-51.4%	Shares	Sole	2022-10-27
2022-06-30	$3,240,736	39,526	+153.4%	Shares	Sole	2022-08-08
2022-03-31	$1,347,770	15,601	+100.5%	Shares	Sole	2022-05-04
2021-12-31	$563,883	7,782	+23.5%	Shares	Sole	2022-02-10
2021-09-30	$441,189	6,300	+6.0%	Shares	Sole	2021-11-12
2021-06-30	$510,114	5,944	-9.8%	Shares	Sole	2021-08-16
2021-03-31	$537,267	6,589	+4.2%	Shares	Sole	2021-05-06
2020-12-31	$442,300	6,324	+70.6%	Shares	Sole	2021-02-12
2020-09-30	$192,119	3,706	-28.8%	Shares	Sole	2020-11-04
2020-06-30	$374,023	5,202	-48.4%	Shares	Sole	2020-08-10
2020-03-31	$540,684	10,078	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.