Anchor Investment Management, LLC

Position in PSX — Phillips 66

CIK 1634149 COLUMBIA, SC

Position in PSX

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$381,484

+$111,275 QoQ

Shares Held

2,094

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Mar 31, 2026

Anchor Investment Management, LLC holds $4,376,172 across 4 Oil & Gas Refining & Marketing names. PSX ranks #2 (8.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	15,357	$3,794,407
2	PSX	Phillips 66 This page	2,094	$381,484
3	SUN	Sunoco LP	3,000	$194,910
4	MPC	Marathon Petroleum Corp	22	$5,371

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$381,484	2,094	0.0%	Shares	Sole	2026-05-01
2025-12-31	$270,209	2,094	0.0%	Shares	Sole	2026-02-26
2025-09-30	$284,825	2,094	0.0%	Shares	Sole	2025-11-14
2025-06-30	$249,814	2,094	0.0%	Shares	Sole	2025-08-19
2025-03-31	$258,567	2,094	0.0%	Shares	Sole	2025-05-20
2024-12-31	$238,569	2,094	-0.4%	Shares	Sole	2025-02-13
2024-09-30	$276,307	2,102	-9.2%	Shares	Sole	2024-11-21
2024-06-30	$326,667	2,314	+2.7%	Shares	Sole	2024-09-20
2024-03-31	$368,168	2,254	+3.5%	Shares	Sole	2024-05-15
2023-12-31	$289,978	2,178	+10.1%	Shares	Sole	2024-01-02
2023-09-30	$237,656	1,978	-9.2%	Shares	Sole	2024-01-02
2023-06-30	$207,737	2,178	0.0%	Shares	Sole	2024-01-02
2023-03-31	$220,805	2,178	0.0%	Shares	Sole	2024-01-02
2022-12-31	$226,686	2,178	0.0%	Shares	Sole	2024-01-02
2022-09-30	$175,808	2,178	0.0%	Shares	Sole	2024-01-02
2022-06-30	$178,574	2,178	-4.4%	Shares	Sole	2024-01-02
2022-03-31	$196,796	2,278	-2.1%	Shares	Sole	2024-01-02
2021-12-31	$168,686	2,328	0.0%	Shares	Sole	2024-01-02
2021-09-30	$163,029	2,328	-0.8%	Shares	Sole	2024-01-02
2021-06-30	$201,419	2,347	-5.1%	Shares	Sole	2024-01-02
2021-03-31	$201,566	2,472	-18.1%	Shares	Sole	2024-01-02
2020-12-31	$211,148	3,019	-4.8%	Shares	Sole	2024-01-02
2020-09-30	$164,436	3,172	-29.7%	Shares	Sole	2024-01-02
2020-06-30	$324,556	4,514	-7.4%	Shares	Sole	2024-01-02
2020-03-31	$261,490	4,874	—	Shares	Sole	2024-01-02
No filing history on record for this holder in this stock.