Regal Investment Advisors LLC

Position in PSX — Phillips 66

CIK 1559789 KENTWOOD, MI

Position in PSX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,066,198

-$29,979 QoQ

Shares Held

6,307

+4.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#860

of 2,096 holders

Holding Since

Jun 2020

20 quarters on record

Voting authority Sole 0% Shared 13% None 87%

Energy · as of Jun 30, 2026

Regal Investment Advisors LLC holds $2,870,481 across 4 Oil & Gas Refining & Marketing names. PSX ranks #2 (37.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	4,763	$1,217,756
2	PSX	Phillips 66 This page	6,307	$1,066,198
3	SUN	Sunoco LP	4,611	$311,242
4	VLO	Valero Energy Corp/Tx	1,057	$275,285

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,066,198	6,307	+4.8%	Shares	Sole	2026-08-14
2026-03-31	$1,096,177	6,017	-18.7%	Shares	Sole	2026-05-14
2025-12-31	$955,283	7,403	-6.4%	Shares	Sole	2026-02-17
2025-09-30	$1,075,918	7,910	+5.6%	Shares	Sole	2025-11-13
2025-06-30	$893,914	7,493	+14.4%	Shares	Sole	2025-08-11
2025-03-31	$808,794	6,550	+12.8%	Shares	Sole	2025-05-12
2024-12-31	$661,819	5,809	+29.7%	Shares	Sole	2025-02-13
2024-09-30	$588,633	4,478	-58.8%	Shares	Sole	2024-11-12
2024-06-30	$1,534,376	10,869	+3.4%	Shares	Sole	2024-08-15
2024-03-31	$1,717,193	10,513	-2.2%	Shares	Sole	2024-05-15
2023-12-31	$1,430,988	10,748	-4.4%	Shares	Sole	2024-02-14
2023-09-30	$1,350,486	11,240	-45.7%	Shares	Sole	2023-11-13
2023-06-30	$1,975,033	20,707	-20.1%	Shares	Sole	2023-08-11
2023-03-31	$2,625,843	25,901	+1049.1%	Shares	Sole	2023-05-11
2022-12-31	$234,596	2,254	-41.3%	Shares	Sole	2023-03-01
2022-09-30	$309,803	3,838	+11.9%	Shares	Sole	2022-11-15
2021-12-31	$248,537	3,430	+16.5%	Shares	Sole	2022-02-10
2021-09-30	$206,238	2,945	+17.4%	Shares	Sole	2021-11-05
2021-06-30	$215,322	2,509	-19.3%	Shares	Sole	2021-08-09
2020-06-30	$223,465	3,108	—	Shares	Sole	2020-08-03
No filing history on record for this holder in this stock.