Kovack Advisors, Inc.

Position in PSX — Phillips 66

CIK 1728321 FT. LAUDERDALE, FL

Position in PSX

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,018,188

-$96,935 QoQ

Shares Held

6,023

-1.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#876

of 2,096 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Kovack Advisors, Inc. holds $4,701,108 across 5 Oil & Gas Refining & Marketing names. PSX ranks #2 (21.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	11,035	$2,821,318
2	PSX	Phillips 66 This page	6,023	$1,018,188
3	VLO	Valero Energy Corp/Tx	2,165	$563,852
4	IEP	Icahn Enterprises L.P.	30,278	$218,304
5	UGP	Ultrapar Holdings Inc	15,826	$79,446

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,018,188	6,023	-1.6%	Shares	Sole	2026-07-29
2026-03-31	$1,115,123	6,121	-67.8%	Shares	Sole	2026-05-13
2025-12-31	$2,451,501	18,998	+33.6%	Shares	Sole	2026-02-17
2025-09-30	$1,934,884	14,225	-3.6%	Shares	Sole	2025-11-10
2025-06-30	$1,759,675	14,750	+3.0%	Shares	Sole	2025-08-04
2025-03-31	$1,768,727	14,324	+525.5%	Shares	Sole	2025-05-06
2024-12-31	$260,899	2,290	-15.7%	Shares	Sole	2025-02-05
2024-09-30	$357,149	2,717	-38.8%	Shares	Sole	2024-11-05
2024-06-30	$626,794	4,440	-3.1%	Shares	Sole	2024-08-05
2024-03-31	$748,750	4,584	-5.3%	Shares	Sole	2024-04-19
2023-12-31	$644,264	4,839	-14.4%	Shares	Sole	2024-02-02
2023-09-30	$679,568	5,656	+3.6%	Shares	Sole	2023-10-19
2023-06-30	$520,774	5,460	+4.0%	Shares	Sole	2023-07-21
2023-03-31	$532,042	5,248	-2.4%	Shares	Sole	2023-04-21
2022-12-31	$559,846	5,379	+6.0%	Shares	Sole	2023-02-22
2022-09-30	$409,734	5,076	-3.6%	Shares	Sole	2022-11-14
2022-06-30	$431,841	5,267	-4.8%	Shares	Sole	2022-08-10
2022-03-31	$477,909	5,532	+36.0%	Shares	Sole	2022-05-16
2021-12-31	$294,694	4,067	+2.8%	Shares	Sole	2022-01-18
2021-09-30	$277,038	3,956	-2.4%	Shares	Sole	2021-11-03
2021-06-30	$347,914	4,054	+4.4%	Shares	Sole	2021-07-29
2021-03-31	$316,538	3,882	+9.0%	Shares	Sole	2021-05-04
2020-12-31	$249,126	3,562	-12.9%	Shares	Sole	2021-01-14
2020-06-30	$294,071	4,090	-17.9%	Shares	Sole	2020-07-31
2020-03-31	$267,123	4,979	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.