Sowell Financial Services LLC

Position in PSX — Phillips 66

CIK 1633697 NORTH LITTLE ROCK, AR

Position in PSX

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$3,283,120

+$1,342,357 QoQ

Shares Held

19,421

+82.3% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#523

of 2,093 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Sowell Financial Services LLC holds $10,317,204 across 5 Oil & Gas Refining & Marketing names. PSX ranks #2 (31.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	20,445	$5,324,695
2	PSX	Phillips 66 This page	19,421	$3,283,120
3	MPC	Marathon Petroleum Corp	5,377	$1,374,737
4	DINO	HF Sinclair Corp	3,666	$255,336
5	UGP	Ultrapar Holdings Inc	15,800	$79,316

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,283,120	19,421	+82.3%	Shares	Sole	2026-07-20
2026-03-31	$1,940,763	10,653	-5.4%	Shares	Sole	2026-04-20
2025-12-31	$1,453,119	11,261	+1.4%	Shares	Sole	2026-01-21
2025-09-30	$1,510,502	11,105	-8.8%	Shares	Sole	2025-10-17
2025-06-30	$1,452,358	12,174	-1.8%	Shares	Sole	2025-07-14
2025-03-31	$1,530,164	12,392	+5.3%	Shares	Sole	2025-04-17
2024-12-31	$1,341,297	11,773	-81.5%	Shares	Sole	2025-02-07
2024-09-30	$8,359,431	63,594	+304.9%	Shares	Sole	2024-10-04
2024-06-30	$2,217,216	15,706	-3.8%	Shares	Sole	2024-08-13
2024-03-31	$2,667,995	16,334	-2.7%	Shares	Sole	2024-05-03
2023-12-31	$2,234,089	16,780	+5.1%	Shares	Sole	2024-01-24
2023-09-30	$1,918,675	15,969	+41.6%	Shares	Sole	2023-11-08
2023-06-30	$1,075,409	11,275	+26.8%	Shares	Sole	2023-08-14
2023-03-31	$901,470	8,892	-23.6%	Shares	Sole	2023-05-12
2022-12-31	$1,211,595	11,641	-19.3%	Shares	Sole	2023-02-09
2021-09-30	$1,009,972	14,422	-13.3%	Shares	Sole	2021-11-04
2021-06-30	$1,427,615	16,635	-10.1%	Shares	Sole	2021-08-05
2021-03-31	$1,509,550	18,513	-6.2%	Shares	Sole	2021-05-07
2020-12-31	$1,380,825	19,743	-2.8%	Shares	Sole	2021-01-13
2020-09-30	$1,053,336	20,319	-3.1%	Shares	Sole	2020-11-12
2020-06-30	$1,508,318	20,978	+36.8%	Shares	Sole	2020-08-13
2020-03-31	$822,937	15,339	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.