CARY STREET PARTNERS INVESTMENT ADVISORY LLC

Position in PSX — Phillips 66

CIK 1766904 RICHMOND, VA

Back to PSX Full portfolio

Position in PSX

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$163,127

+$1,355 QoQ

Shares Held

965

+8.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,755

of 2,093 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Common Shares in PSX Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Refining & Marketing

Energy · as of Jun 30, 2026

CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $1,050,041 across 5 Oil & Gas Refining & Marketing names. PSX ranks #3 (15.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SUN	Sunoco LP	6,796	$458,730
2	MPC	Marathon Petroleum Corp	845	$216,037
3	PSX	Phillips 66 This page	965	$163,127
4	VLO	Valero Energy Corp/Tx	510	$132,820
5	DINO	HF Sinclair Corp	1,139	$79,327

All Filings in PSX

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24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$163,127	965	+8.7%	Shares	Other	2026-07-17
2026-03-31	$161,772	888	+55.8%	Shares	Other	2026-04-29
2025-12-31	$73,552	570	+6.5%	Shares	Other	2026-02-09
2025-09-30	$72,768	535	+24.7%	Shares	Other	2025-11-10
2025-06-30	$51,177	429	+1.9%	Shares	Other	2025-08-13
2025-03-31	$51,981	421	+74.7%	Shares	Other	2025-05-09
2024-12-31	$27,455	241	-99.4%	Shares	Other	2025-02-14
2024-09-30	$5,290,465	40,247	-1.0%	Shares	Defined	2024-10-30
2024-06-30	$5,741,523	40,671	-10.0%	Shares	Other	2024-07-22
2024-03-31	$7,383,619	45,204	-10.2%	Shares	Defined	2024-04-30
2023-12-31	$6,705,327	50,363	-3.2%	Shares	Defined	2024-02-07
2023-09-30	$6,248,759	52,008	+315.9%	Shares	Defined	2023-11-13
2023-06-30	$1,192,631	12,504	-4.9%	Shares	Defined	2023-08-10
2023-03-31	$1,333,349	13,152	-7.5%	Shares	Defined	2023-05-12
2022-12-31	$1,479,913	14,219	-9.4%	Shares	Defined	2023-02-14
2022-09-30	$1,266,658	15,692	+10.0%	Shares	Sole	2022-11-14
2022-06-30	$1,169,833	14,268	+141.3%	Shares	Sole	2022-08-15
2022-03-31	$510,824	5,913	+31.5%	Shares	Sole	2022-05-16
2021-12-31	$325,780	4,496	+3.2%	Shares	Sole	2022-02-14
2021-09-30	$305,050	4,356	-3.0%	Shares	Sole	2021-11-15
2021-06-30	$385,331	4,490	-84.4%	Shares	Sole	2021-08-16
2021-03-31	$205,000	28,852	+493.1%	Shares	Sole	2021-05-17
2020-12-31	$340,258	4,865	-88.2%	Shares	Sole	2021-02-12
2020-09-30	$2,139,125	41,264	—	Shares	Sole	2020-11-12
No filing history on record for this holder in this stock.