Cerro Pacific Wealth Advisors LLC

Position in PSX — Phillips 66

CIK 1842669 San Luis Obispo, CA

Position in PSX

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,280,215

-$85,224 QoQ

Shares Held

7,573

+1.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#798

of 2,093 holders

Holding Since

Dec 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Cerro Pacific Wealth Advisors LLC holds $1,280,215 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	7,573	$1,280,215

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,280,215	7,573	+1.0%	Shares	Sole	2026-07-15
2026-03-31	$1,365,439	7,495	-3.5%	Shares	Sole	2026-04-13
2025-12-31	$1,002,382	7,768	-1.1%	Shares	Sole	2026-02-02
2025-09-30	$1,067,893	7,851	-2.2%	Shares	Sole	2025-10-28
2025-06-30	$957,382	8,025	-7.2%	Shares	Sole	2025-07-25
2025-03-31	$1,067,731	8,647	+1.3%	Shares	Sole	2025-04-08
2024-12-31	$972,848	8,539	+2.7%	Shares	Sole	2025-01-17
2024-09-30	$1,092,875	8,314	0.0%	Shares	Sole	2024-10-09
2024-06-30	$1,173,687	8,314	+8.9%	Shares	Sole	2024-08-09
2023-03-31	$774,036	7,635	+14.2%	Shares	Sole	2023-05-10
2022-12-31	$695,878	6,686	-0.1%	Shares	Other	2023-01-19
2022-09-30	$540,501	6,696	+82.3%	Shares	Other	2022-10-12
2022-06-30	$301,149	3,673	-14.9%	Shares	Other	2022-07-18
2022-03-31	$372,772	4,315	+2.0%	Shares	Other	2022-04-13
2021-12-31	$306,650	4,232	-6.6%	Shares	Other	2022-01-19
2021-09-30	$317,235	4,530	-29.6%	Shares	Other	2021-11-09
2021-06-30	$552,423	6,437	-29.6%	Shares	Other	2021-08-16
2020-12-31	$639,671	9,146	—	Shares	Other	2021-02-12
No filing history on record for this holder in this stock.