PERSONAL CFO SOLUTIONS, LLC

Position in PSX — Phillips 66

CIK 1677501 CHESTER, NJ

Position in PSX

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$640,023

-$42,605 QoQ

Shares Held

3,786

+1.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,071

of 2,091 holders

Holding Since

Dec 2021

11 quarters on record

Voting authority Sole 12% Shared 0% None 88%

Energy · as of Jun 30, 2026

PERSONAL CFO SOLUTIONS, LLC holds $3,902,753 across 4 Oil & Gas Refining & Marketing names. PSX ranks #3 (16.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	5,905	$1,509,731
2	VLO	Valero Energy Corp/Tx	5,729	$1,492,060
3	PSX	Phillips 66 This page	3,786	$640,023
4	UGP	Ultrapar Holdings Inc	51,980	$260,939

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$640,023	3,786	+1.0%	Shares	Sole	2026-08-07
2026-03-31	$682,628	3,747	+140.3%	Shares	Sole	2026-04-30
2023-12-31	$207,565	1,559	-35.0%	Shares	Defined	2024-02-13
2023-09-30	$288,239	2,399	-59.9%	Shares	Defined	2023-11-13
2023-06-30	$570,467	5,981	+3.7%	Shares	Defined	2023-08-10
2023-03-31	$584,759	5,768	+7.9%	Shares	Defined	2023-05-09
2022-12-31	$556,619	5,348	+6.3%	Shares	Defined	2023-02-14
2022-09-30	$406,102	5,031	+7.1%	Shares	Defined	2022-11-01
2022-06-30	$385,025	4,696	-5.2%	Shares	Defined	2022-08-05
2022-03-31	$428,062	4,955	+8.5%	Shares	Defined	2022-05-02
2021-12-31	$330,997	4,568	—	Shares	Defined	2022-02-11
No filing history on record for this holder in this stock.