Cetera Investment Advisers

Position in PSX — Phillips 66

CIK 1666741 SCHAUMBURG, IL

Position in PSX

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$47,037,782

+$16,342,780 QoQ

Shares Held

258,194

+8.5% QoQ

Ownership

0.064%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Energy · as of Mar 31, 2026

Cetera Investment Advisers holds $130,156,801 across 12 Oil & Gas Refining & Marketing names. PSX ranks #1 (36.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	258,194	$47,037,782
2	VLO	Valero Energy Corp/Tx	189,177	$46,741,853
3	MPC	Marathon Petroleum Corp	102,621	$25,057,995
4	SUN	Sunoco LP	62,560	$4,064,523
5	DINO	HF Sinclair Corp	64,191	$4,004,876
6	DKL	Delek Logistics Partners, LP	16,104	$801,335
7	PARR	Par Pacific Holdings, Inc.	11,718	$734,015
8	PBF	PBF Energy Inc.	12,765	$607,869

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$47,037,782	258,194	+8.5%	Shares	Sole	2026-05-13
2025-12-31	$30,695,002	237,872	+3.6%	Shares	Sole	2026-02-17
2025-09-30	$31,239,713	229,670	+62.2%	Shares	Sole	2025-11-14
2025-06-30	$16,896,101	141,627	+2.3%	Shares	Sole	2025-08-08
2025-03-31	$17,091,731	138,417	+9.3%	Shares	Sole	2025-05-06
2024-12-31	$14,428,778	126,646	-3.2%	Shares	Sole	2025-02-14
2024-09-30	$17,204,833	130,885	-2.1%	Shares	Sole	2024-11-13
2024-06-30	$18,867,370	133,650	-6.2%	Shares	Sole	2024-08-22
2024-03-31	$23,283,790	142,548	+318.9%	Shares	Sole	2024-05-24
2023-12-31	$4,531,153	34,033	-4.7%	Shares	Sole	2024-02-13
2023-09-30	$4,289,355	35,700	+0.4%	Shares	Sole	2023-11-14
2023-06-30	$3,391,712	35,560	-11.9%	Shares	Sole	2023-08-10
2023-03-31	$4,090,885	40,352	+2.6%	Shares	Sole	2023-05-15
2022-12-31	$4,094,299	39,338	+120.6%	Shares	Sole	2023-02-14
2022-09-30	$1,439,318	17,831	-14.1%	Shares	Sole	2022-11-14
2022-06-30	$1,701,128	20,748	+21.9%	Shares	Sole	2022-08-11
2022-03-31	$1,470,530	17,022	+14.2%	Shares	Sole	2022-05-13
2021-12-31	$1,080,016	14,905	+13.7%	Shares	Sole	2022-02-14
2021-09-30	$917,673	13,104	-0.5%	Shares	Sole	2021-11-16
2021-06-30	$1,130,163	13,169	+19.3%	Shares	Sole	2021-08-13
2021-03-31	$899,712	11,034	-9.0%	Shares	Sole	2021-05-17
2020-12-31	$848,232	12,128	+97.1%	Shares	Sole	2021-02-17
2020-09-30	$318,919	6,152	+49.4%	Shares	Sole	2020-11-13
2020-06-30	$296,156	4,119	-17.4%	Shares	Sole	2020-08-13
2020-03-31	$267,606	4,988	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.