Realta Investment Advisors

Position in PSX — Phillips 66

CIK 1776792 WILMINGTON, DE

Position in PSX

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$213,150

-$1,952 QoQ

Shares Held

1,170

-32.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Realta Investment Advisors holds $1,045,029 across 2 Oil & Gas Refining & Marketing names.

#	Ticker	Company	Shares	Value (USD)	Open
1	VLO	Valero Energy Corp/Tx	2,756	$717,772
2	MPC	Marathon Petroleum Corp	1,280	$327,257

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$213,150	1,170	-32.8%	Shares	Sole	2026-04-22
2025-03-31	$215,102	1,742	-16.8%	Shares	Sole	2025-05-01
2024-12-31	$238,683	2,095	-47.8%	Shares	Sole	2025-01-28
2024-09-30	$527,114	4,010	+30.2%	Shares	Sole	2024-10-29
2024-06-30	$434,662	3,079	-16.6%	Shares	Sole	2024-07-15
2024-03-31	$602,887	3,691	-43.5%	Shares	Sole	2024-04-19
2023-12-31	$870,203	6,536	+63.4%	Shares	Sole	2024-01-19
2023-09-30	$480,720	4,001	-6.6%	Shares	Sole	2023-10-20
2023-06-30	$408,798	4,286	+0.8%	Shares	Sole	2023-08-09
2023-03-31	$431,067	4,252	-19.0%	Shares	Sole	2023-05-05
2022-12-31	$546,628	5,252	+119.0%	Shares	Sole	2023-02-10
2022-03-31	$207,163	2,398	-0.4%	Shares	Sole	2022-04-13
2021-06-30	$206,654	2,408	—	Shares	Sole	2021-07-15
No filing history on record for this holder in this stock.