Krilogy Financial LLC

Position in PSX — Phillips 66

CIK 1659047 ST. LOUIS, MO

Position in PSX

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$2,675,723

+$321,229 QoQ

Shares Held

15,828

+22.5% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#574

of 2,096 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Krilogy Financial LLC holds $7,093,857 across 5 Oil & Gas Refining & Marketing names. PSX ranks #1 (37.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	15,828	$2,675,723
2	VLO	Valero Energy Corp/Tx	6,308	$1,642,855
3	DINO	HF Sinclair Corp	18,177	$1,266,028
4	MPC	Marathon Petroleum Corp	4,263	$1,089,921
5	PBF	PBF Energy Inc.	9,212	$419,330

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,675,723	15,828	+22.5%	Shares	Sole	2026-07-27
2026-03-31	$2,354,494	12,924	-10.3%	Shares	Sole	2026-04-17
2025-12-31	$1,859,724	14,412	+1.9%	Shares	Sole	2026-01-27
2025-09-30	$1,924,410	14,148	—	Shares	Sole	2025-11-06
No filing history on record for this holder in this stock.