WADDELL & ASSOCIATES, LLC

Position in PSX — Phillips 66

CIK 1776757 MEMPHIS, TN

Position in PSX

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,421,203

+$40,461 QoQ

Shares Held

8,407

+10.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#758

of 2,093 holders

Holding Since

Jun 2022

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

WADDELL & ASSOCIATES, LLC holds $3,677,218 across 5 Oil & Gas Refining & Marketing names. PSX ranks #1 (38.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	8,407	$1,421,203
2	VLO	Valero Energy Corp/Tx	3,616	$941,751
3	MPC	Marathon Petroleum Corp	2,621	$670,111
4	DINO	HF Sinclair Corp	6,014	$418,875
5	PBF	PBF Energy Inc.	4,949	$225,278

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,421,203	8,407	+10.9%	Shares	Sole	2026-07-15
2026-03-31	$1,380,742	7,579	+42.6%	Shares	Sole	2026-05-11
2025-12-31	$685,718	5,314	+82.7%	Shares	Sole	2026-02-11
2025-09-30	$395,682	2,909	+63.8%	Shares	Sole	2025-11-10
2023-12-31	$236,456	1,776	-59.6%	Shares	Sole	2024-02-14
2023-09-30	$527,818	4,393	+0.3%	Shares	Sole	2023-11-07
2023-06-30	$417,764	4,380	-20.4%	Shares	Sole	2023-08-07
2023-03-31	$557,995	5,504	+0.3%	Shares	Sole	2023-05-10
2022-12-31	$571,399	5,490	-0.9%	Shares	Sole	2023-02-10
2022-09-30	$447,027	5,538	-3.5%	Shares	Sole	2022-11-02
2022-06-30	$470,622	5,740	—	Shares	Sole	2022-07-27
No filing history on record for this holder in this stock.