MISSION WEALTH MANAGEMENT, LP

Position in PSX — Phillips 66

CIK 1645382 Santa Barbara, CA

Position in PSX

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

Position Value

$2,559,755

+$1,371,942 QoQ

Shares Held

15,142

+132.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#587

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

MISSION WEALTH MANAGEMENT, LP holds $5,784,043 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (44.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	15,142	$2,559,755
2	MPC	Marathon Petroleum Corp	8,072	$2,063,768
3	VLO	Valero Energy Corp/Tx	4,456	$1,160,520

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,559,755	15,142	+132.2%	Shares	Sole	2026-07-20
2026-03-31	$1,187,813	6,520	-8.1%	Shares	Sole	2026-05-15
2025-12-31	$915,409	7,094	+17.3%	Shares	Sole	2026-02-05
2025-09-30	$822,921	6,050	+0.5%	Shares	Sole	2025-11-04
2025-06-30	$718,424	6,022	-5.2%	Shares	Sole	2025-08-05
2025-03-31	$784,715	6,355	+13.2%	Shares	Sole	2025-04-17
2024-12-31	$639,375	5,612	-4.3%	Shares	Sole	2025-02-06
2024-09-30	$770,559	5,862	+15.2%	Shares	Sole	2024-10-31
2024-06-30	$718,414	5,089	+0.5%	Shares	Sole	2024-08-05
2024-03-31	$827,480	5,066	+3.8%	Shares	Sole	2024-04-30
2023-12-31	$649,590	4,879	-14.4%	Shares	Sole	2024-02-05
2023-09-30	$685,215	5,703	+0.9%	Shares	Sole	2023-10-24
2023-06-30	$539,087	5,652	+3.1%	Shares	Sole	2023-08-04
2023-03-31	$555,562	5,480	+2.2%	Shares	Sole	2023-04-07
2022-12-31	$558,076	5,362	-22.6%	Shares	Sole	2023-02-02
2022-09-30	$559,308	6,929	+12.8%	Shares	Sole	2022-10-12
2022-06-30	$503,500	6,141	+13.1%	Shares	Sole	2022-07-27
2022-03-31	$469,270	5,432	-4.6%	Shares	Sole	2022-04-25
2021-12-31	$412,659	5,695	+3.0%	Shares	Sole	2022-02-11
2021-09-30	$387,125	5,528	+7.0%	Shares	Sole	2021-11-05
2021-06-30	$443,174	5,164	+20.7%	Shares	Sole	2021-08-10
2021-03-31	$348,909	4,279	-7.8%	Shares	Sole	2021-05-10
2020-12-31	$324,661	4,642	-2.8%	Shares	Sole	2021-01-19
2020-09-30	$247,691	4,778	+4.5%	Shares	Sole	2020-10-16
2020-06-30	$328,654	4,571	-0.3%	Shares	Sole	2020-08-03
2020-03-31	$245,877	4,583	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.