Clearstead Trust, LLC

Position in PSX — Phillips 66

CIK 1708001 PORTLAND, ME

Position in PSX

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$111,573

-$8,665 QoQ

Shares Held

660

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,803

of 2,097 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Clearstead Trust, LLC holds $212,104 across 5 Oil & Gas Refining & Marketing names. PSX ranks #1 (52.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	660	$111,573
2	VLO	Valero Energy Corp/Tx	163	$42,451
3	DINO	HF Sinclair Corp	475	$33,083
4	MPC	Marathon Petroleum Corp	57	$14,573
5	PBF	PBF Energy Inc.	229	$10,424

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$111,573	660	0.0%	Shares	Sole	2026-08-06
2026-03-31	$120,238	660	0.0%	Shares	Sole	2026-05-06
2025-12-31	$85,166	660	0.0%	Shares	Sole	2026-02-09
2025-09-30	$89,773	660	+50.7%	Shares	Sole	2025-11-10
2025-06-30	$52,253	438	+30.4%	Shares	Sole	2025-08-08
2025-03-31	$41,489	336	+34.4%	Shares	Sole	2025-05-09
2024-12-31	$28,482	250	0.0%	Shares	Sole	2025-02-10
2024-09-30	$32,862	250	0.0%	Shares	Sole	2024-11-13
2024-06-30	$35,292	250	0.0%	Shares	Sole	2024-08-09
2024-03-31	$40,835	250	0.0%	Shares	Sole	2024-05-10
2023-12-31	$33,285	250	0.0%	Shares	Sole	2024-02-06
2023-09-30	$30,037	250	0.0%	Shares	Sole	2023-11-13
2023-06-30	$23,845	250	0.0%	Shares	Sole	2023-08-08
2023-03-31	$25,345	250	0.0%	Shares	Sole	2023-05-10
2022-12-31	$26,020	250	0.0%	Shares	Sole	2023-02-01
2022-09-30	$20,180	250	0.0%	Shares	Sole	2022-11-14
2022-06-30	$20,497	250	0.0%	Shares	Sole	2022-08-11
2022-03-31	$21,597	250	0.0%	Shares	Sole	2022-05-16
2021-12-31	$18,115	250	0.0%	Shares	Sole	2022-02-09
2021-09-30	$17,507	250	0.0%	Shares	Sole	2021-11-02
2021-06-30	$21,455	250	0.0%	Shares	Sole	2021-08-12
2020-12-31	$17,485	250	0.0%	Shares	Sole	2021-02-16
2020-09-30	$12,960	250	0.0%	Shares	Sole	2020-10-23
2020-06-30	$17,975	250	0.0%	Shares	Sole	2020-08-17
2020-03-31	$13,412	250	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.