RITHOLTZ WEALTH MANAGEMENT

Position in PSX — Phillips 66

CIK 1698218 NEW YORK, NY

Position in PSX

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$710,517

+$97,846 QoQ

Shares Held

4,203

+25.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,011

of 2,093 holders

Holding Since

Sep 2022

10 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Energy · as of Jun 30, 2026

RITHOLTZ WEALTH MANAGEMENT holds $13,132,376 across 5 Oil & Gas Refining & Marketing names. PSX ranks #4 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	21,577	$5,516,591
2	VLO	Valero Energy Corp/Tx	20,052	$5,222,342
3	UGP	Ultrapar Holdings Inc	194,668	$977,233
4	PSX	Phillips 66 This page	4,203	$710,517
5	DINO	HF Sinclair Corp	10,132	$705,693

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$710,517	4,203	+25.0%	Shares	Sole	2026-08-11
2026-03-31	$612,671	3,363	+6.5%	Shares	Sole	2026-04-20
2025-12-31	$407,508	3,158	+68.2%	Shares	Sole	2026-01-23
2025-09-30	$255,445	1,878	-20.0%	Shares	Sole	2025-10-28
2025-03-31	$289,931	2,348	+24.0%	Shares	Sole	2025-04-17
2024-09-30	$248,966	1,894	-11.7%	Shares	Sole	2024-10-10
2024-06-30	$302,809	2,145	-11.8%	Shares	Sole	2024-08-01
2024-03-31	$397,406	2,433	+32.2%	Shares	Sole	2024-04-24
2023-12-31	$245,110	1,841	-50.4%	Shares	Sole	2024-01-18
2022-09-30	$299,794	3,714	—	Shares	Sole	2022-10-19
No filing history on record for this holder in this stock.