Gladstone Institutional Advisory LLC

Position in PSX — Phillips 66

CIK 1766530 Bedminster, NJ

Position in PSX

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$5,305,296

-$412,605 QoQ

Shares Held

31,383

-0.0% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#422

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

Gladstone Institutional Advisory LLC holds $13,999,028 across 4 Oil & Gas Refining & Marketing names. PSX ranks #2 (37.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	28,368	$7,388,161
2	PSX	Phillips 66 This page	31,383	$5,305,296
3	PARR	Par Pacific Holdings, Inc.	17,331	$971,922
4	MPC	Marathon Petroleum Corp	1,305	$333,649

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,305,296	31,383	-0.0%	Shares	Sole	2026-07-27
2026-03-31	$5,717,901	31,386	-7.2%	Shares	Sole	2026-05-14
2025-12-31	$4,364,261	33,821	-4.4%	Shares	Sole	2026-02-17
2025-09-30	$4,812,115	35,378	-1.9%	Shares	Sole	2025-10-22
2025-06-30	$4,302,196	36,062	+0.5%	Shares	Sole	2025-08-12
2025-03-31	$4,428,733	35,866	+10.2%	Shares	Sole	2025-05-15
2024-12-31	$3,706,712	32,535	+11.4%	Shares	Sole	2025-01-29
2024-09-30	$3,837,551	29,194	+15.0%	Shares	Sole	2024-10-28
2024-06-30	$3,583,600	25,385	+16.4%	Shares	Sole	2024-08-02
2024-03-31	$3,561,138	21,802	-3.0%	Shares	Sole	2024-05-14
2023-12-31	$2,993,919	22,487	+12.9%	Shares	Sole	2024-02-09
2023-09-30	$2,392,306	19,911	+1.4%	Shares	Sole	2023-11-13
2023-06-30	$1,872,118	19,628	+8.0%	Shares	Sole	2023-08-10
2023-03-31	$1,842,074	18,170	-8.0%	Shares	Sole	2023-05-12
2022-12-31	$2,054,851	19,743	-27.1%	Shares	Sole	2023-02-01
2022-09-30	$2,186,220	27,084	+13.3%	Shares	Sole	2023-01-30
2022-06-30	$1,959,642	23,901	-4.4%	Shares	Sole	2023-01-30
2022-03-31	$2,160,009	25,003	-26.9%	Shares	Sole	2023-01-30
2021-12-31	$2,479,871	34,224	-1.2%	Shares	Sole	2023-01-30
2021-09-30	$2,426,189	34,645	+20.5%	Shares	Sole	2023-01-30
2021-06-30	$2,468,354	28,762	+14.4%	Shares	Sole	2023-01-30
2021-03-31	$2,049,752	25,138	+22.0%	Shares	Sole	2023-01-30
2020-12-31	$1,440,973	20,603	-6.1%	Shares	Sole	2023-01-30
2020-09-30	$1,137,680	21,946	-5.6%	Shares	Sole	2023-01-30
2020-06-30	$1,671,746	23,251	-3.2%	Shares	Sole	2020-08-17
2020-03-31	$1,288,028	24,008	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.