MV CAPITAL MANAGEMENT, INC.

Position in PSX — Phillips 66

CIK 1633366 BETHESDA, MD

Position in PSX

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

Position Value

$374,783

-$30,567 QoQ

Shares Held

2,217

-0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,338

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

MV CAPITAL MANAGEMENT, INC. holds $827,577 across 5 Oil & Gas Refining & Marketing names. PSX ranks #1 (45.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	2,217	$374,783
2	MPC	Marathon Petroleum Corp	1,048	$267,942
3	VLO	Valero Energy Corp/Tx	671	$174,755
4	DINO	HF Sinclair Corp	77	$5,363
5	PBF	PBF Energy Inc.	104	$4,734

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$374,783	2,217	-0.4%	Shares	Sole	2026-07-30
2026-03-31	$405,350	2,225	+0.2%	Shares	Sole	2026-04-30
2025-12-31	$286,468	2,220	+5.1%	Shares	Sole	2026-02-23
2025-09-30	$287,274	2,112	+5.0%	Shares	Sole	2026-02-23
2025-06-30	$240,031	2,012	+0.7%	Shares	Sole	2025-08-08
2025-03-31	$246,836	1,999	+109.1%	Shares	Sole	2025-04-15
2024-12-31	$108,917	956	+23.4%	Shares	Sole	2025-02-12
2024-09-30	$101,873	775	+1.7%	Shares	Sole	2024-11-04
2024-06-30	$107,571	762	-9.0%	Shares	Sole	2024-08-01
2024-03-31	$136,715	837	+9.6%	Shares	Sole	2024-04-18
2023-12-31	$101,718	764	+1.5%	Shares	Sole	2024-01-29
2023-09-30	$90,472	753	+2.3%	Shares	Sole	2023-11-07
2023-06-30	$70,199	736	+1.1%	Shares	Sole	2023-08-03
2023-03-31	$73,804	728	-7.5%	Shares	Sole	2023-04-26
2022-12-31	$81,910	787	-23.8%	Shares	Sole	2023-01-27
2022-09-30	$83,383	1,033	+101.4%	Shares	Sole	2022-10-24
2022-06-30	$42,060	513	+1.6%	Shares	Sole	2022-07-19
2022-03-31	$43,626	505	+1.2%	Shares	Sole	2022-05-09
2021-12-31	$36,157	499	+17.1%	Shares	Sole	2022-02-02
2021-09-30	$29,832	426	+2.9%	Shares	Sole	2021-11-12
2021-06-30	$35,529	414	+11.3%	Shares	Sole	2021-08-03
2021-03-31	$30,332	372	+1.9%	Shares	Sole	2021-05-12
2020-12-31	$25,528	365	0.0%	Shares	Sole	2021-02-08
2020-09-30	$18,921	365	0.0%	Shares	Sole	2020-11-12
2020-06-30	$26,243	365	-5.7%	Shares	Sole	2020-08-04
2020-03-31	$20,762	387	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.