Wealthspire Advisors, LLC

Position in PSX — Phillips 66

CIK 1646247 NEW YORK, NY

Position in PSX

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,674,440

+$301,350 QoQ

Shares Held

9,905

+31.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#703

of 2,093 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Wealthspire Advisors, LLC holds $5,260,026 across 4 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	7,057	$1,837,925
2	PSX	Phillips 66 This page	9,905	$1,674,440
3	MPC	Marathon Petroleum Corp	5,847	$1,494,902
4	DINO	HF Sinclair Corp	3,629	$252,759

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,674,440	9,905	+31.4%	Shares	Sole	2026-08-11
2026-03-31	$1,373,090	7,537	-28.9%	Shares	Sole	2026-05-01
2025-12-31	$1,368,727	10,607	+39.8%	Shares	Sole	2026-02-13
2025-09-30	$1,031,847	7,586	-9.7%	Shares	Sole	2025-11-14
2025-06-30	$1,002,120	8,400	-59.1%	Shares	Sole	2025-08-11
2025-03-31	$2,534,550	20,526	+96.6%	Shares	Sole	2025-05-09
2024-12-31	$1,189,429	10,440	-6.1%	Shares	Sole	2025-02-04
2024-09-30	$1,461,461	11,118	+4.9%	Shares	Sole	2024-11-13
2024-06-30	$1,496,119	10,598	-6.8%	Shares	Sole	2024-08-08
2024-03-31	$1,856,849	11,368	-1.6%	Shares	Sole	2024-05-06
2023-12-31	$1,538,832	11,558	+11.7%	Shares	Sole	2024-02-07
2023-09-30	$1,243,071	10,346	+388.7%	Shares	Sole	2023-11-06
2023-06-30	$201,919	2,117	-35.7%	Shares	Sole	2023-08-01
2023-03-31	$333,945	3,294	+19.2%	Shares	Sole	2023-05-09
2022-12-31	$287,677	2,764	-24.8%	Shares	Sole	2023-02-14
2021-12-31	$266,362	3,676	+3.4%	Shares	Sole	2022-02-14
2021-09-30	$248,886	3,554	-31.0%	Shares	Sole	2021-11-15
2021-06-30	$442,230	5,153	-48.3%	Shares	Sole	2021-08-13
2021-03-31	$813,035	9,971	+12.7%	Shares	Sole	2021-05-17
2020-12-31	$618,549	8,844	-24.5%	Shares	Sole	2021-02-16
2020-03-31	$628,831	11,721	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.