Capital Investment Advisors, LLC

Position in PSX — Phillips 66

CIK 1582732 ATLANTA, GA

Position in PSX

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$645,432

-$143,589 QoQ

Shares Held

3,818

-11.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,067

of 2,093 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Capital Investment Advisors, LLC holds $12,608,918 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	38,736	$10,088,403
2	MPC	Marathon Petroleum Corp	7,334	$1,875,083
3	PSX	Phillips 66 This page	3,818	$645,432

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$645,432	3,818	-11.8%	Shares	Sole	2026-08-06
2026-03-31	$789,021	4,331	+13.9%	Shares	Sole	2026-04-17
2025-12-31	$490,610	3,802	-7.2%	Shares	Sole	2026-01-13
2025-09-30	$557,273	4,097	-9.5%	Shares	Sole	2025-10-23
2025-06-30	$540,190	4,528	+5.0%	Shares	Sole	2025-07-17
2025-03-31	$532,692	4,314	+4.1%	Shares	Sole	2025-04-14
2024-12-31	$472,239	4,145	+41.3%	Shares	Sole	2025-01-13
2024-09-30	$385,674	2,934	-20.3%	Shares	Sole	2024-10-17
2024-06-30	$519,787	3,682	+28.3%	Shares	Sole	2024-07-12
2024-03-31	$468,785	2,870	-5.7%	Shares	Sole	2024-04-15
2023-12-31	$405,411	3,045	-2.6%	Shares	Sole	2024-01-05
2023-09-30	$375,588	3,126	+0.6%	Shares	Sole	2023-10-16
2023-06-30	$296,345	3,107	+0.9%	Shares	Sole	2023-07-11
2023-03-31	$312,047	3,078	-3.8%	Shares	Sole	2023-04-10
2022-12-31	$333,056	3,200	-15.9%	Shares	Sole	2023-01-05
2022-09-30	$307,220	3,806	-2.1%	Shares	Sole	2022-10-05
2022-06-30	$318,777	3,888	+2.7%	Shares	Sole	2022-07-06
2022-03-31	$327,072	3,786	+2.5%	Shares	Sole	2022-04-13
2021-12-31	$267,594	3,693	+6.7%	Shares	Sole	2022-01-10
2021-09-30	$242,443	3,462	-4.2%	Shares	Sole	2021-10-13
2021-06-30	$310,153	3,614	+0.0%	Shares	Sole	2021-07-14
2021-03-31	$294,604	3,613	-0.5%	Shares	Sole	2021-04-27
2020-12-31	$254,022	3,632	-7.6%	Shares	Sole	2021-01-21
2020-09-30	$203,679	3,929	-3.2%	Shares	Sole	2020-10-29
2020-06-30	$291,914	4,060	+3.3%	Shares	Sole	2020-07-20
2020-03-31	$210,898	3,931	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.