CVA Family Office, LLC

Family Office

Position in PSX — Phillips 66

CIK 1802084 DENVER, CO

Position in PSX

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$208,100

-$19,625 QoQ

Shares Held

1,231

-1.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,703

of 2,093 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

CVA Family Office, LLC holds $1,926,817 across 7 Oil & Gas Refining & Marketing names. PSX ranks #3 (10.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	5,423	$1,386,498
2	VLO	Valero Energy Corp/Tx	1,130	$294,297
3	PSX	Phillips 66 This page	1,231	$208,100
4	DINO	HF Sinclair Corp	334	$23,263
5	PBF	PBF Energy Inc.	191	$8,694
6	SUN	Sunoco LP	79	$5,332
7	CVI	Cvr Energy Inc	23	$633

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$208,100	1,231	-1.5%	Shares	Sole	2026-08-07
2026-03-31	$227,725	1,250	+30.6%	Shares	Sole	2026-04-29
2025-12-31	$123,491	957	0.0%	Shares	Sole	2026-01-12
2025-09-30	$130,171	957	+1.6%	Shares	Sole	2025-10-30
2025-06-30	$112,380	942	+10.0%	Shares	Sole	2025-07-31
2025-03-31	$105,698	856	-11.4%	Shares	Sole	2025-04-16
2024-12-31	$110,056	966	+11.8%	Shares	Sole	2025-01-07
2024-09-30	$113,572	864	-0.2%	Shares	Sole	2024-10-10
2024-06-30	$122,253	866	-2.4%	Shares	Sole	2024-07-10
2024-03-31	$144,882	887	+0.3%	Shares	Sole	2024-04-10
2023-12-31	$117,695	884	-0.3%	Shares	Sole	2024-01-16
2023-06-30	$84,602	887	+12.6%	Shares	Sole	2023-07-10
2023-03-31	$79,887	788	+14.5%	Shares	Sole	2023-04-27
2022-12-31	$71,607	688	+3.0%	Shares	Sole	2023-02-22
2022-09-30	$53,920	668	+29.0%	Shares	Sole	2022-11-22
2022-06-30	$42,470	518	-11.1%	Shares	Sole	2022-07-11
2022-03-31	$50,365	583	+12.5%	Shares	Sole	2022-04-22
2021-12-31	$37,534	518	+402.9%	Shares	Sole	2022-01-25
2021-09-30	$7,213	103	-85.6%	Shares	Sole	2021-10-12
2021-06-30	$61,189	713	+279.3%	Shares	Sole	2021-07-13
2021-03-31	$15,329	188	+82.5%	Shares	Sole	2021-04-14
2020-12-31	$7,203	103	0.0%	Shares	Sole	2021-01-15
2020-09-30	$5,339	103	0.0%	Shares	Sole	2020-10-27
2020-06-30	$7,405	103	0.0%	Shares	Sole	2020-07-31
2020-03-31	$5,525	103	—	Shares	Sole	2020-05-28
No filing history on record for this holder in this stock.