Horizon Investments, LLC

Position in PSX — Phillips 66

CIK 1560717 Charlotte, NC

Position in PSX

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,550,964

-$11,364,308 QoQ

Shares Held

15,090

-80.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#592

of 2,096 holders

Holding Since

Jun 2020

23 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Energy · as of Jun 30, 2026

Horizon Investments, LLC holds $20,921,339 across 5 Oil & Gas Refining & Marketing names. PSX ranks #4 (12.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DINO	HF Sinclair Corp	146,693	$10,217,167
2	VLO	Valero Energy Corp/Tx	14,586	$3,798,777
3	MPC	Marathon Petroleum Corp	10,679	$2,730,299
4	PSX	Phillips 66 This page	15,090	$2,550,964
5	PARR	Par Pacific Holdings, Inc.	28,961	$1,624,132

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,550,964	15,090	-80.2%	Shares	Sole	2026-08-13
2026-03-31	$13,915,272	76,382	+20.7%	Shares	Sole	2026-05-15
2025-12-31	$8,166,941	63,290	+478.4%	Shares	Sole	2026-02-02
2025-09-30	$1,488,330	10,942	+24.5%	Shares	Sole	2025-11-14
2025-06-30	$1,048,527	8,789	-10.9%	Shares	Sole	2025-08-14
2025-03-31	$1,217,883	9,863	+1.4%	Shares	Sole	2025-05-13
2024-12-31	$1,108,083	9,726	+1.8%	Shares	Sole	2025-02-10
2024-09-30	$1,255,610	9,552	-1.0%	Shares	Sole	2024-11-13
2024-06-30	$1,362,431	9,651	-6.5%	Shares	Sole	2024-08-09
2024-03-31	$1,685,832	10,321	+43.2%	Shares	Sole	2024-05-15
2023-12-31	$959,673	7,208	+12.4%	Shares	Sole	2024-02-14
2023-09-30	$770,401	6,412	+3.7%	Shares	Sole	2023-11-14
2023-06-30	$589,925	6,185	-24.1%	Shares	Sole	2023-08-14
2023-03-31	$825,740	8,145	+3.6%	Shares	Sole	2023-05-15
2022-12-31	$818,589	7,865	+63.5%	Shares	Sole	2023-02-14
2022-09-30	$388,263	4,810	+18.8%	Shares	Sole	2022-11-14
2022-06-30	$332,059	4,050	+4.2%	Shares	Sole	2022-08-12
2022-03-31	$335,797	3,887	+20.6%	Shares	Sole	2022-05-16
2021-12-31	$233,611	3,224	+7.1%	Shares	Sole	2022-02-15
2021-09-30	$210,790	3,010	+7.2%	Shares	Sole	2021-11-15
2021-06-30	$240,982	2,808	+2.6%	Shares	Sole	2021-08-13
2021-03-31	$223,174	2,737	-62.5%	Shares	Sole	2021-05-14
2020-06-30	$524,438	7,294	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.