Stratos Wealth Advisors, LLC

Position in PSX — Phillips 66

CIK 1707202 BEACHWOOD, OH

Position in PSX

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

Position Value

$432,768

-$19,949 QoQ

Shares Held

2,560

+3.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,254

of 2,093 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Stratos Wealth Advisors, LLC holds $1,875,178 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (23.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	3,147	$804,593
2	VLO	Valero Energy Corp/Tx	2,449	$637,817
3	PSX	Phillips 66 This page	2,560	$432,768

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$432,768	2,560	+3.0%	Shares	Sole	2026-08-11
2026-03-31	$452,717	2,485	-21.4%	Shares	Sole	2026-04-28
2025-12-31	$408,153	3,163	-8.6%	Shares	Sole	2026-01-20
2025-09-30	$470,765	3,461	+17.2%	Shares	Sole	2025-11-06
2025-06-30	$352,412	2,954	-0.3%	Shares	Sole	2025-07-29
2025-03-31	$365,871	2,963	+0.9%	Shares	Sole	2025-04-30
2024-12-31	$334,612	2,937	-19.4%	Shares	Sole	2025-01-27
2024-09-30	$479,135	3,645	-10.5%	Shares	Sole	2024-10-17
2024-06-30	$574,703	4,071	-68.6%	Shares	Sole	2024-07-24
2024-03-31	$2,119,173	12,974	-65.8%	Shares	Sole	2024-04-16
2023-12-31	$5,056,124	37,976	-1.6%	Shares	Sole	2024-01-24
2023-09-30	$4,638,390	38,605	-9.0%	Shares	Sole	2023-10-24
2023-06-30	$4,044,112	42,400	-3.9%	Shares	Sole	2023-07-18
2023-03-31	$4,473,696	44,128	-2.9%	Shares	Sole	2023-04-27
2022-12-31	$4,731,893	45,464	+4.8%	Shares	Sole	2023-01-19
2022-09-30	$3,501,956	43,384	+0.8%	Shares	Sole	2022-10-24
2022-06-30	$3,528,111	43,031	-0.8%	Shares	Sole	2022-07-22
2022-03-31	$3,748,980	43,396	-0.1%	Shares	Sole	2022-04-26
2021-12-31	$3,149,111	43,460	-4.2%	Shares	Sole	2022-01-14
2021-09-30	$3,177,891	45,379	+23.0%	Shares	Sole	2021-10-19
2021-06-30	$3,166,414	36,896	-2.5%	Shares	Sole	2021-07-19
2021-03-31	$3,085,636	37,842	+43.5%	Shares	Sole	2021-04-27
2020-12-31	$1,844,667	26,375	+8.2%	Shares	Sole	2021-01-29
2020-09-30	$1,263,911	24,381	+469.5%	Shares	Sole	2020-10-29
2020-06-30	$307,803	4,281	—	Shares	Sole	2020-07-28
No filing history on record for this holder in this stock.