Verdence Capital Advisors LLC

Position in PSX — Phillips 66

CIK 1719305 HUNT VALLEY, MD

Position in PSX

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,696,078

-$136,288 QoQ

Shares Held

10,033

-0.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#698

of 2,097 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 28% Shared 0% None 72%

Energy · as of Jun 30, 2026

Verdence Capital Advisors LLC holds $4,874,357 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (34.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	7,835	$2,003,174
2	PSX	Phillips 66 This page	10,033	$1,696,078
3	VLO	Valero Energy Corp/Tx	4,512	$1,175,105

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,696,078	10,033	-0.2%	Shares	Sole	2026-07-29
2026-03-31	$1,832,366	10,058	+0.4%	Shares	Sole	2026-04-30
2025-12-31	$1,292,077	10,013	-2.3%	Shares	Sole	2026-01-29
2025-09-30	$1,394,341	10,251	+26.7%	Shares	Sole	2025-10-29
2025-06-30	$965,494	8,093	-1.8%	Shares	Sole	2025-07-25
2025-03-31	$1,018,092	8,245	-2.4%	Shares	Sole	2025-05-02
2024-12-31	$962,252	8,446	-8.5%	Shares	Sole	2025-02-06
2024-09-30	$1,212,889	9,227	+6.2%	Shares	Sole	2024-11-01
2024-06-30	$1,226,767	8,690	-7.4%	Shares	Sole	2024-07-25
2024-03-31	$1,533,599	9,389	+7.5%	Shares	Sole	2024-04-25
2023-12-31	$1,162,312	8,730	+0.0%	Shares	Sole	2024-02-01
2023-09-30	$1,048,549	8,727	+2.6%	Shares	Sole	2023-10-25
2023-06-30	$811,111	8,504	+0.0%	Shares	Sole	2023-07-31
2023-03-31	$862,034	8,503	-2.0%	Shares	Sole	2023-04-24
2022-12-31	$903,310	8,679	+2.2%	Shares	Sole	2023-01-23
2022-09-30	$685,312	8,490	+0.8%	Shares	Sole	2022-11-15
2022-06-30	$690,847	8,426	-0.2%	Shares	Sole	2022-08-08
2022-03-31	$729,131	8,440	+3.6%	Shares	Sole	2022-05-02
2021-12-31	$590,404	8,148	-0.2%	Shares	Sole	2022-01-26
2021-09-30	$571,724	8,164	-1.9%	Shares	Sole	2021-11-12
2021-06-30	$714,451	8,325	+57.7%	Shares	Sole	2021-08-06
2020-03-31	$283,164	5,278	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.