Ascentis Independent Advisors

Position in PSX — Phillips 66

CIK 1845003 DALLAS, TX

Position in PSX

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$847,680

+$456,947 QoQ

Shares Held

4,653

+53.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Ascentis Independent Advisors holds $136,317 across 2 Oil & Gas Refining & Marketing names.

#	Ticker	Company	Shares	Value (USD)	Open
1	MPC	Marathon Petroleum Corp	522	$133,453
2	VLO	Valero Energy Corp/Tx	11	$2,864

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$847,680	4,653	+53.7%	Shares	Sole	2026-04-28
2025-12-31	$390,733	3,028	+72.9%	Shares	Sole	2026-01-29
2025-09-30	$238,171	1,751	-0.6%	Shares	Sole	2025-10-21
2025-06-30	$210,087	1,761	-38.1%	Shares	Sole	2025-07-14
2021-06-30	$244,072	2,844	-65.2%	Shares	Sole	2021-08-12
2021-03-31	$665,937	8,167	—	Shares	Sole	2021-05-13
No filing history on record for this holder in this stock.