XML Financial, LLC

Position in PSX — Phillips 66

CIK 1800465 BETHESDA, MD

Position in PSX

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$2,337,116

-$468,456 QoQ

Shares Held

13,825

-10.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#610

of 2,093 holders

Holding Since

Sep 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

XML Financial, LLC holds $2,824,733 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (82.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	13,825	$2,337,116
2	VLO	Valero Energy Corp/Tx	1,017	$264,867
3	SUN	Sunoco LP	3,300	$222,750

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,337,116	13,825	-10.2%	Shares	Sole	2026-07-24
2026-03-31	$2,805,572	15,400	-5.4%	Shares	Sole	2026-04-16
2025-12-31	$2,101,158	16,283	-6.6%	Shares	Sole	2026-02-11
2025-09-30	$2,372,324	17,441	-0.6%	Shares	Sole	2025-10-20
2025-06-30	$2,092,641	17,541	+0.5%	Shares	Sole	2025-07-17
2025-03-31	$2,155,466	17,456	-0.3%	Shares	Sole	2025-04-22
2024-12-31	$1,994,116	17,503	-1.9%	Shares	Sole	2025-01-17
2024-09-30	$2,344,936	17,839	+4.4%	Shares	Sole	2024-11-01
2024-06-30	$2,412,877	17,092	-2.2%	Shares	Sole	2024-07-22
2024-03-31	$2,855,999	17,485	-23.5%	Shares	Sole	2024-05-15
2023-12-31	$3,045,044	22,871	+9.1%	Shares	Sole	2024-02-14
2023-09-30	$2,518,944	20,965	-1.7%	Shares	Sole	2023-11-06
2023-06-30	$2,033,501	21,320	-4.2%	Shares	Sole	2023-08-07
2023-03-31	$2,256,921	22,262	+4.4%	Shares	Sole	2023-05-15
2022-12-31	$2,219,922	21,329	0.0%	Shares	Sole	2023-02-10
2022-09-30	$1,721,676	21,329	+3.2%	Shares	Sole	2022-11-04
2022-03-31	$1,784,644	20,658	+0.0%	Shares	Sole	2022-05-02
2021-12-31	$1,496,806	20,657	+18.4%	Shares	Sole	2022-02-01
2021-09-30	$1,221,463	17,442	—	Shares	Sole	2021-11-01
No filing history on record for this holder in this stock.