TCI Wealth Advisors, Inc.

Position in PSX — Phillips 66

CIK 1583751 Tucson, AZ

Position in PSX

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$320,856

+$18,256 QoQ

Shares Held

1,898

+14.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,435

of 2,091 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

TCI Wealth Advisors, Inc. holds $1,374,359 across 4 Oil & Gas Refining & Marketing names. PSX ranks #2 (23.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	2,070	$539,110
2	PSX	Phillips 66 This page	1,898	$320,856
3	DINO	HF Sinclair Corp	4,045	$281,734
4	MPC	Marathon Petroleum Corp	910	$232,659

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$320,856	1,898	+14.3%	Shares	Sole	2026-07-29
2026-03-31	$302,600	1,661	+0.1%	Shares	Sole	2026-04-27
2025-12-31	$214,077	1,659	-18.4%	Shares	Sole	2026-02-02
2025-09-30	$276,392	2,032	+0.0%	Shares	Sole	2025-10-14
2025-06-30	$242,298	2,031	+1.3%	Shares	Sole	2025-07-16
2025-03-31	$247,453	2,004	+0.6%	Shares	Sole	2025-04-21
2024-12-31	$226,948	1,992	-2.6%	Shares	Sole	2025-01-23
2024-09-30	$268,815	2,045	+2.6%	Shares	Sole	2024-10-24
2024-06-30	$281,492	1,994	-0.2%	Shares	Sole	2024-07-30
2024-03-31	$326,353	1,998	-4.9%	Shares	Sole	2024-05-07
2023-12-31	$279,594	2,100	-4.5%	Shares	Sole	2024-02-06
2023-09-30	$264,330	2,200	+0.1%	Shares	Sole	2023-10-31
2023-06-30	$209,645	2,198	-8.2%	Shares	Sole	2023-08-04
2023-03-31	$242,805	2,395	+3.6%	Shares	Sole	2023-05-03
2022-12-31	$240,632	2,312	-3.5%	Shares	Sole	2023-02-07
2022-09-30	$193,485	2,397	+2.0%	Shares	Sole	2022-11-08
2022-06-30	$192,594	2,349	-1.0%	Shares	Sole	2022-07-19
2022-03-31	$204,917	2,372	+32.7%	Shares	Sole	2022-04-29
2021-12-31	$129,486	1,787	+16.3%	Shares	Sole	2022-01-24
2021-09-30	$107,566	1,536	-1.5%	Shares	Sole	2021-10-29
2021-06-30	$133,879	1,560	-3.6%	Shares	Sole	2021-08-02
2021-03-31	$132,013	1,619	+14.9%	Shares	Sole	2021-04-29
2020-12-31	$98,545	1,409	-8.2%	Shares	Sole	2021-01-21
2020-09-30	$79,574	1,535	-34.0%	Shares	Sole	2020-10-20
2020-06-30	$167,095	2,324	-1.4%	Shares	Sole	2020-07-20
2020-03-31	$126,399	2,356	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.