Aprio Wealth Management, LLC

Position in PSX — Phillips 66

CIK 1803519 ATLANTA, GA

Position in PSX

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

Position Value

$607,396

-$53,917 QoQ

Shares Held

3,593

-1.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,088

of 2,093 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Aprio Wealth Management, LLC holds $2,758,523 across 4 Oil & Gas Refining & Marketing names. PSX ranks #3 (22.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	4,335	$1,129,007
2	MPC	Marathon Petroleum Corp	3,432	$877,459
3	PSX	Phillips 66 This page	3,593	$607,396
4	UGP	Ultrapar Holdings Inc	28,817	$144,661

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$607,396	3,593	-1.0%	Shares	Sole	2026-07-24
2026-03-31	$661,313	3,630	+103.0%	Shares	Sole	2026-05-11
2025-12-31	$230,723	1,788	+3.9%	Shares	Sole	2026-01-29
2025-09-30	$234,090	1,721	—	Shares	Sole	2025-11-12
No filing history on record for this holder in this stock.