Venture Visionary Partners LLC

Position in PSX — Phillips 66

CIK 1792283 Sylvania, OH

Position in PSX

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

Position Value

$14,442,448

-$358,583 QoQ

Shares Held

85,433

+5.2% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.66%

of 13F equity value

Holder Rank

#237

of 2,093 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Energy · as of Jun 30, 2026

Venture Visionary Partners LLC holds $24,724,138 across 4 Oil & Gas Refining & Marketing names. PSX ranks #1 (58.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	85,433	$14,442,448
2	MPC	Marathon Petroleum Corp	31,458	$8,042,866
3	VLO	Valero Energy Corp/Tx	5,897	$1,535,814
4	PBF	PBF Energy Inc.	15,444	$703,010

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,442,448	85,433	+5.2%	Shares	Sole	2026-07-27
2026-03-31	$14,801,031	81,244	-15.8%	Shares	Sole	2026-05-14
2025-12-31	$12,458,037	96,544	+22.0%	Shares	Sole	2026-02-13
2025-09-30	$10,764,078	79,136	+13.8%	Shares	Sole	2025-10-06
2025-06-30	$8,297,434	69,551	-1.5%	Shares	Sole	2025-07-17
2025-03-31	$8,716,700	70,592	+0.6%	Shares	Sole	2025-05-14
2024-12-31	$7,997,430	70,196	+3.4%	Shares	Sole	2025-07-14
2024-09-30	$8,923,088	67,882	-7.1%	Shares	Sole	2024-10-21
2024-06-30	$10,315,574	73,072	+4.3%	Shares	Sole	2024-08-13
2024-03-31	$11,445,723	70,073	+0.5%	Shares	Sole	2024-05-13
2023-12-31	$9,279,192	69,695	+8.2%	Shares	Sole	2024-02-15
2023-09-30	$7,740,904	64,427	-13.1%	Shares	Sole	2023-10-13
2023-06-30	$7,073,190	74,158	+1.4%	Shares	Sole	2023-07-14
2023-03-31	$7,412,702	73,118	+17.2%	Shares	Sole	2023-04-13
2022-12-31	$6,492,718	62,382	+10.5%	Shares	Sole	2023-02-09
2022-09-30	$4,556,724	56,451	+30.2%	Shares	Sole	2022-11-14
2022-06-30	$3,556,070	43,372	+6.8%	Shares	Sole	2022-07-26
2022-03-31	$3,508,729	40,615	+67.4%	Shares	Sole	2022-05-03
2021-12-31	$1,758,386	24,267	+6.4%	Shares	Sole	2022-02-08
2021-09-30	$1,596,824	22,802	+27.1%	Shares	Sole	2021-10-20
2021-06-30	$1,540,039	17,945	+34.3%	Shares	Sole	2021-08-05
2021-03-31	$1,089,863	13,366	+31.0%	Shares	Sole	2021-04-27
2020-12-31	$713,457	10,201	—	Shares	Sole	2021-01-27
No filing history on record for this holder in this stock.