IFP Advisors, Inc

Position in PSX — Phillips 66

CIK 1641866 TAMPA, FL

Position in PSX

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

Position Value

$3,249,648

-$342,759 QoQ

Shares Held

19,223

-2.5% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#125

of 792 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

IFP Advisors, Inc holds $7,604,286 across 14 Oil & Gas Refining & Marketing names. PSX ranks #1 (42.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	19,223	$3,249,648
2	VLO	Valero Energy Corp/Tx	7,601	$1,979,604
3	MPC	Marathon Petroleum Corp	7,665	$1,959,710
4	DINO	HF Sinclair Corp	2,615	$182,134
5	SUN	Sunoco LP	1,101	$74,317
6	PBF	PBF Energy Inc.	1,451	$66,049
7	WKC	World Kinect Corp	1,774	$58,435
8	IEP	Icahn Enterprises L.P.	2,138	$15,414

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,249,648	19,223	-2.5%	Shares	Sole	2026-07-20
2026-03-31	$3,592,407	19,719	+103.7%	Shares	Sole	2026-04-13
2025-12-31	$1,249,236	9,681	+16.7%	Shares	Sole	2026-02-06
2025-09-30	$1,128,013	8,293	+7.0%	Shares	Sole	2026-02-06
2025-06-30	$924,455	7,749	-59.5%	Shares	Sole	2025-07-24
2025-03-31	$2,361,925	19,128	+165.0%	Shares	Sole	2025-05-05
2024-12-31	$822,346	7,218	+0.5%	Shares	Sole	2025-02-04
2024-09-30	$943,811	7,180	+15.5%	Shares	Sole	2025-02-04
2024-06-30	$877,230	6,214	-8.0%	Shares	Sole	2024-07-30
2024-03-31	$1,103,525	6,756	+3.6%	Shares	Sole	2024-07-30
2023-12-31	$868,472	6,523	-0.2%	Shares	Sole	2024-01-09
2023-09-30	$784,939	6,533	-8.5%	Shares	Sole	2023-10-12
2023-06-30	$680,822	7,138	+0.1%	Shares	Sole	2023-08-14
2023-03-31	$722,636	7,128	-51.0%	Shares	Sole	2023-04-18
2022-12-31	$1,513,947	14,546	-54.6%	Shares	Sole	2023-02-07
2022-09-30	$2,586,753	32,046	+7.6%	Shares	Sole	2022-11-08
2022-06-30	$2,442,072	29,785	0.0%	Shares	Sole	2022-09-06
2022-03-31	$2,573,126	29,785	+184.3%	Shares	Sole	2022-09-06
2021-12-31	$759,090	10,476	-4.9%	Shares	Sole	2022-01-12
2021-09-30	$771,170	11,012	-8.3%	Shares	Sole	2021-10-06
2021-06-30	$1,031,127	12,015	-2.3%	Shares	Sole	2021-07-13
2021-03-31	$1,003,023	12,301	+4.9%	Shares	Sole	2021-04-30
2020-12-31	$820,046	11,725	+7.9%	Shares	Sole	2021-01-25
2020-09-30	$563,086	10,862	+8.1%	Shares	Sole	2020-10-29
2020-06-30	$722,235	10,045	+21.0%	Shares	Sole	2020-08-05
2020-03-31	$445,295	8,300	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.