Capital Analysts, LLC

Position in PSX — Phillips 66

CIK 1624758 FORT WASHINGTON, PA

Position in PSX

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$359,569

-$27,381 QoQ

Shares Held

2,127

+0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,361

of 2,093 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Capital Analysts, LLC holds $1,202,960 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (29.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	3,042	$792,257
2	PSX	Phillips 66 This page	2,127	$359,569
3	MPC	Marathon Petroleum Corp	200	$51,134

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$359,569	2,127	+0.1%	Shares	Defined	2026-08-05
2026-03-31	$386,950	2,124	+0.0%	Shares	Defined	2026-05-14
2025-12-31	$273,951	2,123	0.0%	Shares	Defined	2026-05-15
2025-09-30	$288,770	2,123	-1.3%	Shares	Defined	2025-11-14
2025-06-30	$256,733	2,152	-3.8%	Shares	Defined	2025-08-13
2025-03-31	$276,101	2,236	+9.1%	Shares	Defined	2025-05-14
2024-12-31	$233,556	2,050	-28.4%	Shares	Defined	2025-02-14
2024-09-30	$376,604	2,865	-6.4%	Shares	Defined	2024-11-13
2024-06-30	$432,121	3,061	+0.9%	Shares	Defined	2024-08-14
2024-03-31	$495,736	3,035	-7.6%	Shares	Defined	2024-05-14
2023-12-31	$437,364	3,285	0.0%	Shares	Defined	2024-01-30
2023-09-30	$394,692	3,285	-0.2%	Shares	Defined	2023-11-13
2023-06-30	$313,990	3,292	+0.2%	Shares	Defined	2023-08-11
2023-03-31	$333,033	3,285	-1.3%	Shares	Defined	2023-05-05
2022-12-31	$346,274	3,327	+2.6%	Shares	Defined	2023-02-08
2022-09-30	$261,774	3,243	+4.6%	Shares	Defined	2022-11-14
2022-06-30	$254,169	3,100	+3.3%	Shares	Defined	2022-08-12
2022-03-31	$259,170	3,000	0.0%	Shares	Defined	2022-05-12
2021-12-31	$217,380	3,000	-3.2%	Shares	Defined	2022-02-10
2021-09-30	$217,093	3,100	-15.6%	Shares	Defined	2021-11-04
2021-06-30	$315,045	3,671	+5.5%	Shares	Defined	2021-11-15
2021-03-31	$283,759	3,480	+330.2%	Shares	Defined	2021-05-17
2020-12-31	$56,581	809	-13.5%	Shares	Sole	2021-02-16
2020-09-30	$48,470	935	-18.1%	Shares	Sole	2020-11-12
2020-06-30	$82,037	1,141	+0.3%	Shares	Sole	2020-08-07
2020-03-31	$61,053	1,138	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.