Claro Advisors Inc.

Position in PSX — Phillips 66

CIK 1764386 BOSTON, MA

Position in PSX

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

Position Value

$258,815

-$6,803 QoQ

Shares Held

1,531

+5.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,571

of 2,093 holders

Holding Since

Dec 2023

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Claro Advisors Inc. holds $1,277,163 across 4 Oil & Gas Refining & Marketing names. PSX ranks #3 (20.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	1,947	$507,076
2	MPC	Marathon Petroleum Corp	1,037	$265,129
3	PSX	Phillips 66 This page	1,531	$258,815
4	DINO	HF Sinclair Corp	3,534	$246,143

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$258,815	1,531	+5.0%	Shares	Sole	2026-07-30
2026-03-31	$265,618	1,458	-24.5%	Shares	Sole	2026-04-21
2024-06-30	$272,599	1,931	+11.1%	Shares	Sole	2024-07-31
2024-03-31	$283,884	1,738	+4.5%	Shares	Sole	2024-04-18
2023-12-31	$221,411	1,663	—	Shares	Sole	2024-01-22
No filing history on record for this holder in this stock.