Intrua Financial, LLC

Position in PSX — Phillips 66

CIK 1812792 Houston, TX

Position in PSX

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

Position Value

$1,425,091

-$144,571 QoQ

Shares Held

8,430

-2.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#755

of 2,093 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Intrua Financial, LLC holds $2,906,056 across 4 Oil & Gas Refining & Marketing names. PSX ranks #1 (49.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	8,430	$1,425,091
2	MPC	Marathon Petroleum Corp	3,362	$859,562
3	DINO	HF Sinclair Corp	5,549	$386,487
4	VLO	Valero Energy Corp/Tx	902	$234,916

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,425,091	8,430	-2.2%	Shares	Sole	2026-07-24
2026-03-31	$1,569,662	8,616	-12.2%	Shares	Sole	2026-04-23
2025-12-31	$1,266,398	9,814	+4.5%	Shares	Sole	2026-02-05
2025-09-30	$1,277,091	9,389	+0.9%	Shares	Sole	2025-10-29
2025-06-30	$1,110,563	9,309	+4.7%	Shares	Sole	2025-08-08
2025-03-31	$1,097,737	8,890	+8.8%	Shares	Sole	2025-05-28
2024-12-31	$931,035	8,172	-1.9%	Shares	Sole	2025-05-28
2024-09-30	$1,094,978	8,330	0.0%	Shares	Sole	2025-05-28
2024-06-30	$1,175,946	8,330	-2.6%	Shares	Sole	2025-05-28
2024-03-31	$1,397,047	8,553	-2.8%	Shares	Sole	2025-05-28
2023-12-31	$1,171,365	8,798	-1.4%	Shares	Sole	2025-05-28
2023-09-30	$1,071,617	8,919	-4.9%	Shares	Sole	2025-05-28
2023-06-30	$894,187	9,375	+9.4%	Shares	Sole	2025-02-13
2023-03-31	$868,826	8,570	-2.4%	Shares	Sole	2023-05-15
2022-12-31	$913,926	8,781	+20.5%	Shares	Sole	2023-01-20
2022-09-30	$588,368	7,289	+11.9%	Shares	Sole	2022-11-14
2022-06-30	$534,246	6,516	+0.0%	Shares	Sole	2022-08-12
2022-03-31	$562,658	6,513	-21.1%	Shares	Sole	2022-05-11
2021-12-31	$597,867	8,251	+15.4%	Shares	Sole	2022-02-14
2021-09-30	$500,574	7,148	+13.9%	Shares	Sole	2021-10-28
2021-06-30	$538,348	6,273	+0.9%	Shares	Sole	2021-08-12
2021-03-31	$507,015	6,218	+1.6%	Shares	Sole	2021-04-30
2020-12-31	$427,892	6,118	-11.3%	Shares	Sole	2021-02-03
2020-09-30	$357,384	6,894	-15.5%	Shares	Sole	2020-11-16
2020-06-30	$586,632	8,159	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.