Navalign, LLC

Position in PSX — Phillips 66

CIK 1820593 ENCINO, CA

Position in PSX

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,396,353

-$113,372 QoQ

Shares Held

8,260

-0.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.92%

of 13F equity value

Holder Rank

#765

of 2,093 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Navalign, LLC holds $1,396,353 across 1 Oil & Gas Refining & Marketing name. PSX ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PSX	Phillips 66 This page	8,260	$1,396,353

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,396,353	8,260	-0.3%	Shares	Sole	2026-07-28
2026-03-31	$1,509,725	8,287	+0.2%	Shares	Sole	2026-04-29
2025-12-31	$1,067,289	8,271	+5.6%	Shares	Sole	2026-02-05
2025-09-30	$1,064,900	7,829	+4.1%	Shares	Sole	2025-11-13
2025-06-30	$897,374	7,522	+1.5%	Shares	Sole	2025-08-05
2025-03-31	$915,480	7,414	+5.5%	Shares	Sole	2025-04-30
2024-12-31	$800,358	7,025	+4.1%	Shares	Sole	2025-02-18
2024-09-30	$887,024	6,748	+2.5%	Shares	Sole	2024-11-01
2024-06-30	$929,463	6,584	+0.9%	Shares	Sole	2024-07-30
2024-03-31	$1,065,630	6,524	-3.6%	Shares	Sole	2024-04-12
2023-12-31	$900,958	6,767	-0.7%	Shares	Sole	2024-01-18
2023-09-30	$818,702	6,814	-2.8%	Shares	Sole	2023-10-11
2023-06-30	$668,709	7,011	-0.3%	Shares	Sole	2023-07-14
2023-03-31	$713,005	7,033	-1.0%	Shares	Sole	2023-04-20
2022-12-31	$739,280	7,103	-6.9%	Shares	Sole	2023-02-07
2022-09-30	$615,570	7,626	+4.7%	Shares	Sole	2022-11-03
2022-06-30	$596,969	7,281	-2.8%	Shares	Sole	2022-07-27
2022-03-31	$647,061	7,490	+5.7%	Shares	Sole	2022-04-29
2021-12-31	$513,451	7,086	+0.4%	Shares	Sole	2022-02-08
2021-09-30	$494,341	7,059	+1.8%	Shares	Sole	2021-11-03
2021-06-30	$594,818	6,931	+6.6%	Shares	Sole	2021-08-13
2021-03-31	$530,091	6,501	—	Shares	Sole	2021-05-10
No filing history on record for this holder in this stock.