World Investment Advisors

Position in PSX — Phillips 66

CIK 1652594 SANTA BARBARA, CA

Position in PSX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,890,148

-$236,985 QoQ

Shares Held

11,181

-4.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#670

of 2,097 holders

Holding Since

Dec 2020

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

World Investment Advisors holds $17,734,613 across 4 Oil & Gas Refining & Marketing names. PSX ranks #3 (10.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	51,611	$13,195,384
2	VLO	Valero Energy Corp/Tx	8,673	$2,258,796
3	PSX	Phillips 66 This page	11,181	$1,890,148
4	SUN	Sunoco LP	5,782	$390,285

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,890,148	11,181	-4.2%	Shares	Sole	2026-08-14
2026-03-31	$2,127,133	11,676	-5.9%	Shares	Sole	2026-04-27
2025-12-31	$1,600,999	12,407	+5.1%	Shares	Sole	2026-03-13
2025-09-30	$1,606,123	11,808	+4.8%	Shares	Sole	2025-10-15
2025-06-30	$1,344,629	11,271	+39.5%	Shares	Sole	2025-08-04
2025-03-31	$997,594	8,079	+5.0%	Shares	Sole	2025-04-29
2024-12-31	$876,576	7,694	+27.1%	Shares	Sole	2025-02-12
2024-09-30	$795,798	6,054	+117.7%	Shares	Sole	2024-11-25
2021-06-30	$238,665	2,781	+0.4%	Shares	Sole	2021-08-12
2021-03-31	$225,947	2,771	-4.4%	Shares	Sole	2021-05-17
2020-12-31	$202,686	2,898	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.