Cypress Wealth Services, LLC

Position in PSX — Phillips 66

CIK 1721527 PALM DESERT, CA

Position in PSX

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$222,131

-$8,508 QoQ

Shares Held

1,314

+3.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,658

of 2,096 holders

Holding Since

Mar 2020

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Cypress Wealth Services, LLC holds $2,085,916 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (10.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	5,886	$1,532,949
2	MPC	Marathon Petroleum Corp	1,294	$330,836
3	PSX	Phillips 66 This page	1,314	$222,131

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$222,131	1,314	+3.8%	Shares	Sole	2026-07-13
2026-03-31	$230,639	1,266	-86.0%	Shares	Sole	2026-04-15
2020-06-30	$647,890	9,011	+1.0%	Shares	Sole	2020-07-15
2020-03-31	$478,879	8,926	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.