Successful Portfolios LLC

Position in PSX — Phillips 66

CIK 1721780 CLEARWATER, FL

Position in PSX

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$414,341

-$32,000 QoQ

Shares Held

2,451

+0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#1,278

of 2,093 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Successful Portfolios LLC holds $914,306 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (45.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	2,451	$414,341
2	MPC	Marathon Petroleum Corp	1,054	$269,476
3	VLO	Valero Energy Corp/Tx	885	$230,489

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$414,341	2,451	+0.0%	Shares	Sole	2026-07-14
2026-03-31	$446,341	2,450	-19.6%	Shares	Sole	2026-04-13
2025-12-31	$393,442	3,049	+19.4%	Shares	Sole	2026-01-23
2025-09-30	$347,259	2,553	-3.7%	Shares	Sole	2025-10-15
2025-06-30	$316,145	2,650	+0.1%	Shares	Sole	2025-07-21
2025-03-31	$326,975	2,648	+0.0%	Shares	Sole	2025-04-11
2024-12-31	$301,572	2,647	-2.0%	Shares	Sole	2025-01-16
2024-09-30	$355,177	2,702	-1.5%	Shares	Sole	2024-10-09
2024-06-30	$387,370	2,744	-4.2%	Shares	Sole	2024-07-12
2024-03-31	$467,969	2,865	-9.0%	Shares	Sole	2024-04-18
2023-12-31	$419,124	3,148	+6.7%	Shares	Sole	2024-01-18
2023-09-30	$354,442	2,950	-3.6%	Shares	Sole	2023-10-11
2023-06-30	$291,958	3,061	-8.4%	Shares	Sole	2023-07-20
2023-03-31	$338,609	3,340	-28.8%	Shares	Sole	2023-04-24
2022-12-31	$488,135	4,690	0.0%	Shares	Sole	2023-01-27
2022-09-30	$378,576	4,690	0.0%	Shares	Sole	2022-10-12
2022-06-30	$384,533	4,690	-0.1%	Shares	Sole	2022-07-22
2022-03-31	$405,428	4,693	-2.1%	Shares	Sole	2022-04-21
2021-12-31	$347,300	4,793	0.0%	Shares	Sole	2022-01-26
2021-09-30	$335,653	4,793	+11.6%	Shares	Sole	2021-10-14
2021-06-30	$368,425	4,293	0.0%	Shares	Sole	2021-07-23
2021-03-31	$350,051	4,293	0.0%	Shares	Sole	2021-04-20
2020-12-31	$300,252	4,293	-1.2%	Shares	Sole	2021-02-02
2020-09-30	$225,244	4,345	+4.8%	Shares	Sole	2020-10-13
2020-06-30	$298,025	4,145	0.0%	Shares	Sole	2020-07-13
2020-03-31	$222,379	4,145	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.