FINANCIAL CONSULATE, INC

Position in PSX — Phillips 66

CIK 1624510 HUNT VALLEY, MD

Position in PSX

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$55,617

-$1,405 QoQ

Shares Held

329

+5.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,868

of 2,093 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 22% Shared 0% None 78%

Energy · as of Jun 30, 2026

FINANCIAL CONSULATE, INC holds $111,210 across 6 Oil & Gas Refining & Marketing names. PSX ranks #1 (50.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	329	$55,617
2	MPC	Marathon Petroleum Corp	173	$44,230
3	VLO	Valero Energy Corp/Tx	34	$8,854
4	UGP	Ultrapar Holdings Inc	283	$1,420
5	DINO	HF Sinclair Corp	12	$835
6	DK	Delek US Holdings, Inc.	5	$254

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$55,617	329	+5.1%	Shares	Sole	2026-07-23
2026-03-31	$57,022	313	-0.6%	Shares	Sole	2026-04-21
2025-12-31	$40,647	315	+87.5%	Shares	Sole	2026-01-22
2025-09-30	$22,851	168	—	Shares	Sole	2025-10-21
No filing history on record for this holder in this stock.