EXENCIAL WEALTH ADVISORS, LLC

Position in PSX — Phillips 66

CIK 1576151 OKLAHOMA CITY, OK

Position in PSX

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$4,000,490

+$1,108,833 QoQ

Shares Held

21,959

-2.0% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Mar 31, 2026

EXENCIAL WEALTH ADVISORS, LLC holds $6,261,583 across 4 Oil & Gas Refining & Marketing names. PSX ranks #1 (63.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	21,959	$4,000,490
2	VLO	Valero Energy Corp/Tx	5,446	$1,345,597
3	DINO	HF Sinclair Corp	9,762	$609,051
4	MPC	Marathon Petroleum Corp	1,255	$306,445

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,000,490	21,959	-2.0%	Shares	Sole	2026-04-28
2025-12-31	$2,891,657	22,409	+2.7%	Shares	Sole	2026-01-30
2025-09-30	$2,968,364	21,823	+1.1%	Shares	Sole	2025-10-27
2025-06-30	$2,575,209	21,586	-2.4%	Shares	Sole	2025-07-30
2025-03-31	$2,731,624	22,122	-10.3%	Shares	Sole	2025-05-09
2024-12-31	$2,808,944	24,655	-0.2%	Shares	Sole	2025-02-06
2024-09-30	$3,246,289	24,696	-1.9%	Shares	Sole	2024-10-31
2024-06-30	$3,554,519	25,179	+3.1%	Shares	Sole	2024-08-12
2024-03-31	$3,990,232	24,429	-1.1%	Shares	Sole	2024-05-10
2023-12-31	$3,289,889	24,710	-22.4%	Shares	Sole	2024-02-13
2023-09-30	$3,827,979	31,860	-0.6%	Shares	Sole	2023-11-08
2023-06-30	$3,057,119	32,052	+0.1%	Shares	Sole	2023-08-10
2023-03-31	$3,244,666	32,005	-1.8%	Shares	Sole	2023-05-02
2022-12-31	$3,391,342	32,584	-7.9%	Shares	Sole	2023-02-14
2022-09-30	$2,854,582	35,364	+42.0%	Shares	Sole	2022-11-08
2022-06-30	$2,042,042	24,906	-2.2%	Shares	Sole	2022-08-11
2022-03-31	$2,200,266	25,469	-4.2%	Shares	Sole	2022-05-12
2021-12-31	$1,926,711	26,590	+20.4%	Shares	Sole	2022-02-10
2021-09-30	$1,546,612	22,085	+2.0%	Shares	Sole	2021-11-04
2021-06-30	$1,857,316	21,642	-6.6%	Shares	Sole	2021-08-16
2021-03-31	$1,888,955	23,166	-2.9%	Shares	Sole	2021-05-06
2020-12-31	$1,668,768	23,860	+41.7%	Shares	Sole	2021-02-11
2020-09-30	$872,830	16,837	-0.9%	Shares	Sole	2020-11-13
2020-06-30	$1,222,084	16,997	-4.9%	Shares	Sole	2020-08-17
2020-03-31	$958,779	17,871	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.