Annex Advisory Services, LLC

Position in PSX — Phillips 66

CIK 1542287 BROOKFIELD, WI

Position in PSX

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$486,356

-$171,313 QoQ

Shares Held

2,877

-20.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,193

of 2,091 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Annex Advisory Services, LLC holds $8,974,821 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	30,652	$7,983,006
2	MPC	Marathon Petroleum Corp	1,977	$505,459
3	PSX	Phillips 66 This page	2,877	$486,356

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$486,356	2,877	-20.3%	Shares	Sole	2026-07-10
2026-03-31	$657,669	3,610	-13.6%	Shares	Sole	2026-04-16
2025-12-31	$538,871	4,176	-9.5%	Shares	Sole	2026-01-26
2025-09-30	$627,460	4,613	-23.5%	Shares	Sole	2025-10-17
2025-06-30	$719,021	6,027	-37.7%	Shares	Sole	2025-07-11
2025-03-31	$1,194,792	9,676	-94.1%	Shares	Sole	2025-04-11
2024-12-31	$18,561,703	162,922	+25.7%	Shares	Sole	2025-01-16
2024-09-30	$17,040,126	129,632	-2.7%	Shares	Sole	2024-10-10
2024-06-30	$18,802,149	133,188	+9.5%	Shares	Sole	2024-07-12
2024-03-31	$19,863,450	121,608	+17.4%	Shares	Sole	2024-04-12
2023-12-31	$13,794,102	103,606	+11.2%	Shares	Sole	2024-02-13
2023-09-30	$11,196,538	93,188	-11.5%	Shares	Sole	2023-11-01
2023-06-30	$10,039,984	105,263	+1.0%	Shares	Sole	2023-07-24
2023-03-31	$10,564,607	104,208	+7.8%	Shares	Sole	2023-04-27
2022-12-31	$10,062,142	96,677	+6.2%	Shares	Sole	2023-01-30
2022-09-30	$7,347,618	91,026	+14.4%	Shares	Sole	2022-10-24
2022-06-30	$6,523,534	79,565	+2.8%	Shares	Sole	2022-07-27
2022-03-31	$6,687,709	77,413	+21.0%	Shares	Sole	2022-04-13
2021-12-31	$4,635,266	63,970	+172.0%	Shares	Sole	2022-01-31
2021-09-30	$1,646,755	23,515	+11.6%	Shares	Sole	2021-10-18
2021-06-30	$1,808,828	21,077	—	Shares	Sole	2021-07-29
No filing history on record for this holder in this stock.