Parcion Private Wealth LLC

Position in PSX — Phillips 66

CIK 1801263 BELLEVUE, WA

Position in PSX

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

Position Value

$2,422,993

+$85,443 QoQ

Shares Held

14,333

+11.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#601

of 2,091 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Parcion Private Wealth LLC holds $5,192,711 across 5 Oil & Gas Refining & Marketing names. PSX ranks #1 (46.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	14,333	$2,422,993
2	MPC	Marathon Petroleum Corp	6,109	$1,561,888
3	VLO	Valero Energy Corp/Tx	2,896	$754,234
4	DINO	HF Sinclair Corp	3,548	$247,118
5	PBF	PBF Energy Inc.	4,536	$206,478

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,422,993	14,333	+11.7%	Shares	Other	2026-07-27
2026-03-31	$2,337,550	12,831	-1.6%	Shares	Other	2026-04-22
2025-12-31	$1,683,068	13,043	+14.8%	Shares	Other	2026-01-26
2025-09-30	$1,544,914	11,358	+13.6%	Shares	Other	2025-10-14
2025-06-30	$1,192,283	9,994	+5.2%	Shares	Other	2025-07-30
2025-03-31	$1,173,430	9,503	+2.9%	Shares	Other	2025-05-02
2024-12-31	$1,052,257	9,236	-0.5%	Shares	Other	2025-02-03
2024-09-30	$1,219,987	9,281	+0.6%	Shares	Other	2024-10-23
2024-06-30	$1,302,292	9,225	+0.1%	Shares	Other	2024-08-06
2024-03-31	$1,505,668	9,218	0.0%	Shares	Other	2024-04-24
2023-12-31	$1,227,284	9,218	0.0%	Shares	Sole	2024-01-23
2023-09-30	$1,107,542	9,218	0.0%	Shares	Sole	2023-10-27
2023-06-30	$879,212	9,218	-0.2%	Shares	Sole	2023-08-02
2023-03-31	$936,243	9,235	+0.2%	Shares	Sole	2023-05-11
2022-12-31	$959,408	9,218	0.0%	Shares	Sole	2023-02-10
2022-09-30	$744,076	9,218	0.0%	Shares	Sole	2022-10-14
2022-06-30	$755,782	9,218	+1.2%	Shares	Sole	2022-08-12
2022-03-31	$787,185	9,112	-1.1%	Shares	Other	2022-05-06
2021-12-31	$667,936	9,218	0.0%	Shares	Sole	2022-02-08
2021-09-30	$645,536	9,218	+1.2%	Shares	Other	2021-11-15
2021-06-30	$781,734	9,109	0.0%	Shares	Sole	2021-07-30
2021-03-31	$742,747	9,109	0.0%	Shares	Sole	2021-04-08
2020-12-31	$637,083	9,109	+12.1%	Shares	Sole	2021-02-11
2020-09-30	$421,096	8,123	-4.4%	Shares	Sole	2020-10-20
2020-06-30	$610,718	8,494	+13.3%	Shares	Sole	2020-07-21
2020-03-31	$402,106	7,495	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.