Belpointe Asset Management LLC

Position in PSX — Phillips 66

CIK 1721242 RENO, NV

Position in PSX

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$904,755

-$23,269 QoQ

Shares Held

5,352

+5.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#922

of 2,096 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 55% Shared 45% None 0%

Energy · as of Jun 30, 2026

Belpointe Asset Management LLC holds $3,326,149 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (27.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	5,134	$1,337,098
2	MPC	Marathon Petroleum Corp	4,241	$1,084,296
3	PSX	Phillips 66 This page	5,352	$904,755

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$904,755	5,352	+5.1%	Shares	Other	2026-07-31
2026-03-31	$928,024	5,094	+41.2%	Shares	Other	2026-04-28
2025-12-31	$465,576	3,608	+2.5%	Shares	Sole	2026-01-27
2025-09-30	$478,790	3,520	-2.5%	Shares	Sole	2025-11-03
2025-06-30	$430,553	3,609	-15.9%	Shares	Sole	2025-07-22
2025-03-31	$529,976	4,292	-16.8%	Shares	Other	2025-05-20
2024-12-31	$587,537	5,157	-34.4%	Shares	Sole	2025-02-13
2024-09-30	$1,033,985	7,866	+20.4%	Shares	Other	2024-11-13
2024-06-30	$921,981	6,531	-25.3%	Shares	Sole	2024-08-02
2024-03-31	$1,428,081	8,743	-12.4%	Shares	Sole	2024-05-08
2023-12-31	$1,328,337	9,977	-11.9%	Shares	Sole	2024-02-13
2023-09-30	$1,360,939	11,327	+1.7%	Shares	Sole	2023-11-15
2023-06-30	$1,062,819	11,143	-0.1%	Shares	Sole	2023-08-15
2023-03-31	$1,130,893	11,155	-0.2%	Shares	Sole	2023-05-15
2022-12-31	$1,163,614	11,180	+30.4%	Shares	Sole	2023-02-08
2022-09-30	$691,851	8,571	-2.4%	Shares	Sole	2022-11-14
2022-06-30	$720,036	8,782	+8.6%	Shares	Sole	2022-08-02
2022-03-31	$698,376	8,084	+5.2%	Shares	Sole	2022-04-28
2021-12-31	$556,782	7,684	+50.1%	Shares	Sole	2022-02-15
2021-09-30	$358,413	5,118	-31.3%	Shares	Sole	2021-11-15
2021-06-30	$639,788	7,455	+16.8%	Shares	Sole	2021-08-09
2021-03-31	$520,551	6,384	-57.1%	Shares	Sole	2021-05-14
2020-12-31	$1,039,728	14,866	+334.6%	Shares	Sole	2021-02-16
2020-09-30	$177,344	3,421	-15.8%	Shares	Sole	2020-11-13
2020-06-30	$291,985	4,061	+62.0%	Shares	Sole	2020-07-20
2020-03-31	$134,500	2,507	—	Shares	Sole	2020-07-20
No filing history on record for this holder in this stock.