Strategic Wealth Partners, Ltd.

Position in PSX — Phillips 66

CIK 1720777 INDEPENDENCE, OH

Position in PSX

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$518,138

-$127,507 QoQ

Shares Held

3,065

-13.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,166

of 2,096 holders

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Strategic Wealth Partners, Ltd. holds $827,530 across 5 Oil & Gas Refining & Marketing names. PSX ranks #1 (62.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	3,065	$518,138
2	MPC	Marathon Petroleum Corp	1,001	$255,925
3	VLO	Valero Energy Corp/Tx	203	$52,869
4	CLNE	Clean Energy Fuels Corp.	250	$512
5	IEP	Icahn Enterprises L.P.	12	$86

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$518,138	3,065	-13.5%	Shares	Sole	2026-08-12
2026-03-31	$645,645	3,544	-0.2%	Shares	Sole	2026-05-12
2025-12-31	$458,221	3,551	0.0%	Shares	Sole	2026-05-12
2025-09-30	$483,007	3,551	-18.6%	Shares	Sole	2025-11-14
2025-06-30	$520,505	4,363	-18.7%	Shares	Sole	2025-08-11
2024-12-31	$611,576	5,368	-26.9%	Shares	Sole	2025-02-14
2024-09-30	$964,711	7,339	+0.8%	Shares	Sole	2024-10-08
2024-06-30	$1,027,858	7,281	+42.6%	Shares	Sole	2024-10-08
2024-03-31	$833,850	5,105	-83.0%	Shares	Sole	2024-05-20
2023-12-31	$3,992,735	29,989	+32.1%	Shares	Sole	2024-05-20
2023-09-30	$2,726,924	22,696	+3.6%	Shares	Sole	2024-05-20
2023-06-30	$2,089,298	21,905	+7.5%	Shares	Sole	2024-05-20
2023-03-31	$2,066,732	20,386	+8.7%	Shares	Sole	2023-04-24
2022-12-31	$1,952,853	18,763	+11.0%	Shares	Sole	2023-04-24
2022-09-30	$1,364,652	16,906	+4.5%	Shares	Sole	2023-04-24
2022-06-30	$1,326,516	16,179	+7.4%	Shares	Sole	2022-08-22
2022-03-31	$1,301,119	15,061	+13.7%	Shares	Sole	2022-05-19
2021-12-31	$960,095	13,250	+5.7%	Shares	Sole	2022-02-11
2021-09-30	$878,246	12,541	+24.3%	Shares	Sole	2021-11-12
2021-06-30	$865,580	10,086	-2.7%	Shares	Sole	2021-08-25
2021-03-31	$845,488	10,369	-2.1%	Shares	Sole	2021-05-24
2020-12-31	$740,524	10,588	-3.0%	Shares	Sole	2021-02-18
2020-09-30	$565,833	10,915	+8.4%	Shares	Sole	2020-11-10
2020-06-30	$723,889	10,068	—	Shares	Sole	2020-08-11
No filing history on record for this holder in this stock.