Arkadios Wealth Advisors

Position in PSX — Phillips 66

CIK 1800798 ATLANTA, GA

Position in PSX

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$6,947,616

-$601,740 QoQ

Shares Held

41,098

-0.8% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#363

of 2,096 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Arkadios Wealth Advisors holds $13,176,440 across 6 Oil & Gas Refining & Marketing names. PSX ranks #1 (52.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	41,098	$6,947,616
2	VLO	Valero Energy Corp/Tx	10,265	$2,673,416
3	MPC	Marathon Petroleum Corp	10,236	$2,617,037
4	SUN	Sunoco LP	5,340	$360,450
5	PBF	PBF Energy Inc.	6,664	$303,344
6	DK	Delek US Holdings, Inc.	5,404	$274,577

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,947,616	41,098	-0.8%	Shares	Sole	2026-08-10
2026-03-31	$7,549,356	41,439	-4.0%	Shares	Sole	2026-05-18
2025-12-31	$5,569,365	43,160	+5.2%	Shares	Sole	2026-02-13
2025-09-30	$5,581,579	41,035	-4.2%	Shares	Sole	2025-10-29
2025-06-30	$5,112,601	42,855	+42.0%	Shares	Sole	2025-08-04
2025-03-31	$3,727,613	30,188	-38.3%	Shares	Sole	2025-05-08
2024-12-31	$5,571,177	48,900	+14.2%	Shares	Sole	2025-01-15
2024-09-30	$5,629,872	42,829	+0.6%	Shares	Sole	2024-10-24
2024-06-30	$6,011,442	42,583	-1.8%	Shares	Sole	2024-07-29
2024-03-31	$7,080,298	43,347	-2.5%	Shares	Sole	2024-04-30
2023-12-31	$5,918,738	44,455	-1.0%	Shares	Sole	2024-01-24
2023-09-30	$5,393,413	44,889	+29.7%	Shares	Sole	2023-10-13
2023-06-30	$3,302,341	34,623	-0.1%	Shares	Sole	2023-07-26
2023-03-31	$3,513,526	34,657	+6.6%	Shares	Sole	2023-05-02
2022-12-31	$3,384,681	32,520	+8.8%	Shares	Sole	2023-01-11
2022-09-30	$2,413,528	29,900	+31.1%	Shares	Sole	2022-10-21
2022-06-30	$1,870,273	22,811	+17.8%	Shares	Sole	2022-07-14
2022-03-31	$1,672,510	19,360	+68.1%	Shares	Sole	2022-05-02
2021-12-31	$834,666	11,519	+46.6%	Shares	Sole	2022-02-03
2021-09-30	$550,435	7,860	+8.7%	Shares	Sole	2021-10-19
2021-06-30	$620,564	7,231	+35.8%	Shares	Sole	2021-07-28
2021-03-31	$434,118	5,324	+7.8%	Shares	Sole	2021-04-26
2020-12-31	$345,433	4,939	+2.5%	Shares	Sole	2021-02-09
2020-09-30	$249,816	4,819	+151.3%	Shares	Sole	2020-11-10
2020-06-30	$137,904	1,918	+5.7%	Shares	Sole	2020-08-10
2020-03-31	$97,321	1,814	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.