Aptus Capital Advisors, LLC

Position in PSX — Phillips 66

CIK 1664193 FAIRHOPE, AL

Position in PSX

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$8,174,243

-$607,561 QoQ

Shares Held

48,354

+0.3% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#328

of 2,093 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 94% Shared 0% None 6%

Energy · as of Jun 30, 2026

Aptus Capital Advisors, LLC holds $17,896,266 across 5 Oil & Gas Refining & Marketing names. PSX ranks #1 (45.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	48,354	$8,174,243
2	DINO	HF Sinclair Corp	55,585	$3,871,495
3	MPC	Marathon Petroleum Corp	12,179	$3,113,804
4	VLO	Valero Energy Corp/Tx	9,414	$2,451,782
5	DK	Delek US Holdings, Inc.	5,608	$284,942

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,174,243	48,354	+0.3%	Shares	Sole	2026-08-12
2026-03-31	$8,781,804	48,204	+0.0%	Shares	Sole	2026-05-11
2025-12-31	$6,217,147	48,180	+7.4%	Shares	Sole	2026-02-13
2025-09-30	$6,102,944	44,868	+6.2%	Shares	Sole	2025-11-12
2025-06-30	$5,041,618	42,260	+7.5%	Shares	Sole	2025-08-11
2025-03-31	$4,855,357	39,321	+52.8%	Shares	Sole	2025-05-13
2024-12-31	$2,931,304	25,729	+239.1%	Shares	Sole	2025-02-14
2024-09-30	$997,311	7,587	-9.6%	Shares	Sole	2024-11-05
2024-06-30	$1,184,980	8,394	+17.2%	Shares	Sole	2024-07-31
2024-03-31	$1,169,677	7,161	+21.9%	Shares	Sole	2024-05-15
2023-12-31	$782,330	5,876	-12.9%	Shares	Sole	2024-02-13
2023-09-30	$810,171	6,743	+51.6%	Shares	Sole	2023-11-08
2023-06-30	$424,154	4,447	+1.6%	Shares	Sole	2023-08-11
2023-03-31	$443,537	4,375	-24.0%	Shares	Sole	2023-05-09
2022-12-31	$599,188	5,757	+5.4%	Shares	Sole	2023-02-13
2022-09-30	$440,892	5,462	+70.3%	Shares	Sole	2022-11-02
2022-06-30	$262,941	3,207	+17.7%	Shares	Sole	2022-07-29
2022-03-31	$235,412	2,725	—	Shares	Sole	2022-05-04
No filing history on record for this holder in this stock.