Van Hulzen Asset Management, LLC

Position in PSX — Phillips 66

CIK 1600145 EL DORADO HILLS, CA

Position in PSX

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

Position Value

$1,307,939

-$115,615 QoQ

Shares Held

7,737

-1.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#787

of 2,093 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Van Hulzen Asset Management, LLC holds $1,307,939 across 1 Oil & Gas Refining & Marketing name. PSX ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PSX	Phillips 66 This page	7,737	$1,307,939

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,307,939	7,737	-1.0%	Shares	Sole	2026-08-13
2026-03-31	$1,423,554	7,814	0.0%	Shares	Sole	2026-05-14
2025-12-31	$1,008,318	7,814	0.0%	Shares	Sole	2026-02-06
2025-09-30	$1,062,860	7,814	+0.9%	Shares	Sole	2025-11-13
2025-06-30	$924,097	7,746	+0.3%	Shares	Sole	2025-08-13
2025-03-31	$953,265	7,720	+0.1%	Shares	Sole	2025-05-14
2024-12-31	$878,742	7,713	+0.1%	Shares	Sole	2025-02-10
2024-09-30	$1,012,953	7,706	-1.6%	Shares	Sole	2024-11-12
2024-06-30	$1,105,078	7,828	+0.1%	Shares	Sole	2024-08-07
2024-03-31	$1,277,155	7,819	+0.1%	Shares	Sole	2024-05-06
2023-12-31	$1,040,089	7,812	+0.1%	Shares	Sole	2024-02-07
2023-09-30	$937,530	7,803	+16.2%	Shares	Sole	2023-11-07
2023-06-30	$640,667	6,717	-1.1%	Shares	Sole	2023-08-03
2023-03-31	$688,775	6,794	+1.1%	Shares	Sole	2023-04-28
2022-12-31	$699,105	6,717	+0.0%	Shares	Sole	2023-02-13
2022-09-30	$542,034	6,715	0.0%	Shares	Sole	2022-11-08
2022-06-30	$550,562	6,715	0.0%	Shares	Sole	2022-08-04
2022-03-31	$580,108	6,715	0.0%	Shares	Sole	2022-05-20
2021-12-31	$486,568	6,715	—	Shares	Sole	2022-02-04
No filing history on record for this holder in this stock.