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Equibles

Allworth Financial LP

Position in PSX — Phillips 66

CIK 1555170 FOLSOM, CA
Back to PSX Full portfolio

Position in PSX

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$3,893,052
-$7,377,513 QoQ
Shares Held
23,029
-62.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#483
of 2,105 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in PSX Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Refining & Marketing

Energy · as of Jun 30, 2026

Allworth Financial LP holds $14,952,154 across 16 Oil & Gas Refining & Marketing names. PSX ranks #3 (26.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MPC
Marathon Petroleum Corp
 17,795 $4,549,647
2 VLO
Valero Energy Corp/Tx
 16,993 $4,425,656
3 PSX
Phillips 66
This page 		23,029 $3,893,052
4 PARR
Par Pacific Holdings, Inc.
 12,975 $727,638
5 DINO
HF Sinclair Corp
 5,154 $358,976
6 SUN
Sunoco LP
 4,871 $328,792
7 PBF
PBF Energy Inc.
 6,888 $313,541
8 WKC
World Kinect Corp
 5,075 $167,170

All Filings in PSX

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,893,052 23,029
2026-03-31 $11,270,565 61,865
2025-12-31 $7,960,606 61,691
2025-09-30 $2,504,672 18,414
2025-06-30 $1,975,488 16,559
2025-03-31 $1,511,395 12,240
2024-12-31 $1,738,799 15,262
2024-09-30 $1,679,668 12,778
2024-06-30 $1,941,934 13,756
2024-03-31 $2,463,003 15,079
2023-12-31 $1,948,236 14,633
2023-09-30 $1,502,114 12,502
2023-06-30 $1,169,454 12,261
2023-03-31 $911,608 8,992
2022-12-31 $537,052 5,160
2022-09-30 $319,409 3,957
2022-06-30 $351,163 4,283
2022-03-31 $393,160 4,551
2021-12-31 $199,627 2,755
2021-09-30 $221,644 3,165
2021-06-30 $276,597 3,223
2021-03-31 $246,658 3,025
2020-12-31 $224,017 3,203
2020-09-30 $169,464 3,269
2020-06-30 $222,458 3,094
2020-03-31 $68,511 1,277