Ellis Investment Partners, LLC

Position in PSX — Phillips 66

CIK 1765590 Berwyn, PA

Position in PSX

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$230,922

+$15,950 QoQ

Shares Held

1,366

+15.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,633

of 2,093 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Ellis Investment Partners, LLC holds $761,369 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (30.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	1,058	$275,545
2	MPC	Marathon Petroleum Corp	997	$254,902
3	PSX	Phillips 66 This page	1,366	$230,922

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$230,922	1,366	+15.8%	Shares	Sole	2026-08-05
2026-03-31	$214,972	1,180	+40.3%	Shares	Sole	2026-05-12
2022-09-30	$67,885	841	-4.8%	Shares	Sole	2022-11-14
2022-06-30	$72,397	883	+0.9%	Shares	Sole	2022-08-01
2022-03-31	$75,591	875	+13.9%	Shares	Sole	2022-05-03
2021-12-31	$55,649	768	+103.7%	Shares	Sole	2022-02-01
2021-09-30	$26,401	377	+17.1%	Shares	Sole	2021-10-21
2021-06-30	$27,634	322	+0.9%	Shares	Sole	2021-07-26
2021-03-31	$26,011	319	+0.9%	Shares	Sole	2021-05-03
2020-12-31	$22,101	316	+1.6%	Shares	Sole	2021-01-20
2020-09-30	$16,122	311	-39.0%	Shares	Sole	2020-10-19
2020-06-30	$36,669	510	-5.0%	Shares	Sole	2020-07-13
2020-03-31	$28,810	537	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.