Focus Partners Wealth

Position in PSX — Phillips 66

CIK 1542153 ST LOUIS, MO

Position in PSX

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$95,844,588

-$2,169,162 QoQ

Shares Held

566,960

+5.4% QoQ

Ownership

0.142%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#73

of 2,096 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 62% Shared 2% None 35%

Energy · as of Jun 30, 2026

Focus Partners Wealth holds $183,742,155 across 8 Oil & Gas Refining & Marketing names. PSX ranks #1 (52.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	566,960	$95,844,588
2	VLO	Valero Energy Corp/Tx	226,463	$58,980,023
3	MPC	Marathon Petroleum Corp	83,837	$21,434,605
4	DINO	HF Sinclair Corp	53,170	$3,703,290
5	SUN	Sunoco LP	22,024	$1,486,620
6	PBF	PBF Energy Inc.	31,831	$1,448,947
7	WKC	World Kinect Corp	15,681	$516,532
8	IEP	Icahn Enterprises L.P.	45,430	$327,550

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$95,844,588	566,960	+5.4%	Shares	Sole	2026-08-12
2026-03-31	$98,013,750	538,005	+4.3%	Shares	Sole	2026-05-15
2025-12-31	$66,572,897	515,909	+20.6%	Shares	Sole	2026-02-13
2025-09-30	$58,197,245	427,858	+5.5%	Shares	Sole	2025-11-14
2025-06-30	$48,395,118	405,659	-0.9%	Shares	Sole	2025-08-14
2025-03-31	$50,522,582	409,156	+2.2%	Shares	Sole	2025-05-20
2024-12-31	$45,615,179	400,379	+20.7%	Shares	Sole	2025-05-20
2024-09-30	$43,591,974	331,624	-25.8%	Shares	Sole	2024-11-14
2024-06-30	$63,103,554	447,004	+392.0%	Shares	Sole	2024-08-15
2024-03-31	$14,841,399	90,862	+1048.3%	Shares	Sole	2024-05-16
2023-12-31	$1,053,536	7,913	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.