Resonant Capital Advisors, LLC

Position in PSX — Phillips 66

CIK 1803236 Madison, WI

Position in PSX

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

Position Value

$261,351

-$12,101 QoQ

Shares Held

1,546

+3.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,568

of 2,093 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Resonant Capital Advisors, LLC holds $6,500,457 across 4 Oil & Gas Refining & Marketing names. PSX ranks #3 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	21,940	$5,609,399
2	VLO	Valero Energy Corp/Tx	1,534	$399,514
3	PSX	Phillips 66 This page	1,546	$261,351
4	DINO	HF Sinclair Corp	3,305	$230,193

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$261,351	1,546	+3.0%	Shares	Sole	2026-07-27
2026-03-31	$273,452	1,501	—	Shares	Sole	2026-04-29
No filing history on record for this holder in this stock.