Patriot Financial Group Insurance Agency, LLC

Insurance

Position in PSX — Phillips 66

CIK 1694883 Westborough, MA

Position in PSX

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$623,784

+$410,610 QoQ

Shares Held

3,424

+107.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Patriot Financial Group Insurance Agency, LLC holds $1,541,207 across 2 Oil & Gas Refining & Marketing names.

#	Ticker	Company	Shares	Value (USD)	Open
1	VLO	Valero Energy Corp/Tx	4,422	$1,151,665
2	SUN	Sunoco LP	5,771	$389,542

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$623,784	3,424	+107.3%	Shares	Sole	2026-04-22
2025-12-31	$213,174	1,652	+1.3%	Shares	Sole	2026-01-26
2025-09-30	$221,712	1,630	-26.1%	Shares	Sole	2025-10-08
2025-06-30	$263,175	2,206	+5.5%	Shares	Sole	2025-07-21
2025-03-31	$258,196	2,091	+4.5%	Shares	Sole	2025-04-14
2024-12-31	$227,973	2,001	+3.9%	Shares	Sole	2025-01-22
2024-09-30	$253,041	1,925	+1.3%	Shares	Sole	2024-10-24
2024-06-30	$268,364	1,901	-3.2%	Shares	Sole	2024-07-26
2024-03-31	$320,799	1,964	-5.0%	Shares	Sole	2024-04-30
2023-12-31	$275,200	2,067	+0.9%	Shares	Sole	2024-01-19
2023-09-30	$246,067	2,048	-4.7%	Shares	Sole	2023-10-19
2023-06-30	$205,067	2,150	+2.6%	Shares	Sole	2023-07-17
2023-03-31	$212,492	2,096	+5.3%	Shares	Sole	2023-04-20
2022-12-31	$207,119	1,990	-2.0%	Shares	Sole	2023-01-17
2022-06-30	$166,521	2,031	-12.2%	Shares	Sole	2022-07-29
2022-03-31	$199,733	2,312	-1.2%	Shares	Sole	2022-05-11
2021-12-31	$169,556	2,340	-7.9%	Shares	Sole	2022-01-10
2021-09-30	$177,876	2,540	+3.1%	Shares	Sole	2021-11-24
2021-06-30	$211,374	2,463	+203.3%	Shares	Sole	2021-07-30
2021-03-31	$66,210	812	+28.5%	Shares	Sole	2021-04-29
2020-12-31	$44,202	632	+6.9%	Shares	Sole	2021-01-15
2020-09-30	$30,637	591	0.0%	Shares	Sole	2020-10-21
2020-06-30	$42,492	591	+38.1%	Shares	Sole	2020-07-10
2020-03-31	$22,962	428	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.