Checchi Capital Advisers, LLC

Position in PSX — Phillips 66

CIK 1598186 BEVERLY HILLS, CA

Position in PSX

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$919,970

-$71,453 QoQ

Shares Held

5,442

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#916

of 2,096 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Checchi Capital Advisers, LLC holds $4,378,504 across 4 Oil & Gas Refining & Marketing names. PSX ranks #3 (21.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	7,505	$1,918,803
2	VLO	Valero Energy Corp/Tx	4,895	$1,274,853
3	PSX	Phillips 66 This page	5,442	$919,970
4	DINO	HF Sinclair Corp	3,803	$264,878

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$919,970	5,442	0.0%	Shares	Sole	2026-08-04
2026-03-31	$991,423	5,442	+5.8%	Shares	Sole	2026-05-04
2025-12-31	$663,781	5,144	+0.0%	Shares	Sole	2026-01-27
2025-09-30	$699,414	5,142	-8.5%	Shares	Sole	2025-11-05
2025-06-30	$670,585	5,621	-9.4%	Shares	Sole	2025-07-22
2025-03-31	$766,069	6,204	+5.2%	Shares	Sole	2025-04-29
2024-12-31	$671,845	5,897	+0.8%	Shares	Sole	2025-02-05
2024-09-30	$768,982	5,850	-3.4%	Shares	Sole	2024-11-04
2024-06-30	$855,349	6,059	+0.4%	Shares	Sole	2024-07-26
2024-03-31	$985,593	6,034	+1.7%	Shares	Sole	2024-04-25
2023-12-31	$789,919	5,933	+0.3%	Shares	Sole	2024-02-07
2023-09-30	$711,047	5,918	+1.5%	Shares	Sole	2023-11-13
2023-06-30	$556,256	5,832	+2.1%	Shares	Sole	2023-08-10
2023-03-31	$578,879	5,710	-0.3%	Shares	Sole	2023-05-08
2022-12-31	$596,170	5,728	-22.4%	Shares	Sole	2023-02-10
2022-09-30	$596,117	7,385	+1.3%	Shares	Sole	2022-11-09
2022-06-30	$597,543	7,288	+19.0%	Shares	Sole	2022-08-11
2022-03-31	$529,052	6,124	+20.7%	Shares	Sole	2022-05-09
2021-12-31	$367,734	5,075	+47.0%	Shares	Sole	2022-02-09
2021-09-30	$241,813	3,453	-17.7%	Shares	Sole	2021-11-09
2021-06-30	$360,100	4,196	+5.4%	Shares	Sole	2021-08-06
2021-03-31	$324,692	3,982	-6.0%	Shares	Sole	2021-05-10
2020-12-31	$296,335	4,237	+4.6%	Shares	Sole	2021-02-12
2020-09-30	$210,055	4,052	-3.9%	Shares	Sole	2020-11-10
2020-06-30	$303,130	4,216	-2.3%	Shares	Sole	2020-08-12
2020-03-31	$231,553	4,316	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.