SeaCrest Wealth Management, LLC

Position in PSX — Phillips 66

CIK 1728121 PURCHASE, NY

Position in PSX

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$349,933

-$98,411 QoQ

Shares Held

2,070

-15.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,379

of 2,093 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

SeaCrest Wealth Management, LLC holds $3,516,717 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (10.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	10,303	$2,683,313
2	MPC	Marathon Petroleum Corp	1,891	$483,471
3	PSX	Phillips 66 This page	2,070	$349,933

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$349,933	2,070	-15.9%	Shares	Sole	2026-07-09
2026-03-31	$448,344	2,461	-23.7%	Shares	Sole	2026-04-15
2025-12-31	$416,283	3,226	+6.4%	Shares	Sole	2026-01-12
2025-09-30	$412,412	3,032	-15.4%	Shares	Sole	2025-11-13
2025-06-30	$427,451	3,583	-6.5%	Shares	Sole	2025-07-11
2025-03-31	$473,051	3,831	+0.8%	Shares	Sole	2025-04-11
2024-12-31	$432,820	3,799	-25.3%	Shares	Sole	2025-01-14
2024-09-30	$668,686	5,087	-35.8%	Shares	Sole	2024-10-16
2024-06-30	$1,118,489	7,923	-0.5%	Shares	Sole	2024-07-22
2024-03-31	$1,301,003	7,965	-9.1%	Shares	Sole	2024-04-18
2023-12-31	$1,166,838	8,764	-0.2%	Shares	Sole	2024-01-18
2023-09-30	$1,055,397	8,784	-8.3%	Shares	Sole	2023-10-12
2023-06-30	$913,835	9,581	-6.2%	Shares	Sole	2023-07-14
2023-03-31	$1,034,988	10,209	+7.6%	Shares	Sole	2023-05-12
2022-12-31	$987,927	9,492	-10.9%	Shares	Sole	2023-02-14
2022-09-30	$860,394	10,659	+0.1%	Shares	Sole	2022-11-15
2022-06-30	$872,947	10,647	+71.5%	Shares	Sole	2022-08-09
2022-03-31	$536,395	6,209	+19.9%	Shares	Sole	2022-05-16
2021-12-31	$375,270	5,179	+1.3%	Shares	Sole	2022-02-11
2021-09-30	$358,203	5,115	-3.3%	Shares	Sole	2021-11-16
2021-06-30	$453,987	5,290	-2.8%	Shares	Sole	2021-08-12
2021-03-31	$443,740	5,442	+6.7%	Shares	Sole	2021-05-17
2020-12-31	$356,554	5,098	-2.2%	Shares	Sole	2021-02-09
2020-09-30	$270,190	5,212	+0.9%	Shares	Sole	2020-11-12
2020-06-30	$371,507	5,167	-0.7%	Shares	Sole	2020-07-27
2020-03-31	$279,301	5,206	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.