OneDigital Investment Advisors LLC

Position in PSX — Phillips 66

CIK 1690370 OVERLAND PARK, KS

Position in PSX

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

Position Value

$4,812,684

-$252,830 QoQ

Shares Held

28,469

+2.4% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#442

of 2,097 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

OneDigital Investment Advisors LLC holds $13,325,069 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (36.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	25,965	$6,762,324
2	PSX	Phillips 66 This page	28,469	$4,812,684
3	MPC	Marathon Petroleum Corp	6,845	$1,750,061

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,812,684	28,469	+2.4%	Shares	Sole	2026-08-07
2026-03-31	$5,065,514	27,805	-3.6%	Shares	Sole	2026-05-08
2025-12-31	$3,721,384	28,839	+2.9%	Shares	Sole	2026-02-13
2025-09-30	$3,813,184	28,034	-0.9%	Shares	Sole	2025-11-10
2025-06-30	$3,375,354	28,293	-1.2%	Shares	Sole	2025-08-07
2025-03-31	$3,535,849	28,635	-0.4%	Shares	Sole	2025-04-29
2024-12-31	$3,275,715	28,752	-6.7%	Shares	Sole	2025-02-13
2024-09-30	$4,052,077	30,826	-7.8%	Shares	Sole	2024-11-06
2024-06-30	$4,717,760	33,419	+15.4%	Shares	Sole	2024-08-02
2024-03-31	$4,731,959	28,970	+2.6%	Shares	Sole	2024-05-10
2023-12-31	$3,760,805	28,247	-3.7%	Shares	Sole	2024-02-13
2023-09-30	$3,523,759	29,328	+3.9%	Shares	Sole	2023-11-14
2023-06-30	$2,692,482	28,229	-0.1%	Shares	Sole	2023-08-07
2023-03-31	$2,866,012	28,270	+0.0%	Shares	Sole	2023-05-10
2022-12-31	$2,940,884	28,256	-0.7%	Shares	Sole	2023-02-02
2022-09-30	$2,296,241	28,447	+2.0%	Shares	Sole	2022-11-08
2022-06-30	$2,287,275	27,897	-0.8%	Shares	Sole	2022-08-08
2022-03-31	$2,428,854	28,115	-0.8%	Shares	Sole	2022-05-05
2021-12-31	$2,053,733	28,343	-0.6%	Shares	Sole	2022-02-23
2021-09-30	$1,997,675	28,526	-1.2%	Shares	Sole	2021-11-05
2021-06-30	$2,477,880	28,873	+0.1%	Shares	Sole	2021-08-09
2021-03-31	$2,353,081	28,858	-1.1%	Shares	Sole	2021-05-10
2020-12-31	$2,040,359	29,173	-0.4%	Shares	Sole	2021-02-08
2020-09-30	$1,518,497	29,292	-3.2%	Shares	Sole	2020-10-09
2020-06-30	$2,175,334	30,255	+0.4%	Shares	Sole	2020-08-14
2020-03-31	$1,616,635	30,133	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.