Continuum Advisory, LLC

Position in PSX — Phillips 66

CIK 1846532 EAGLE, ID

Position in PSX

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$272,170

-$15,492 QoQ

Shares Held

1,610

+2.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,544

of 2,097 holders

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Continuum Advisory, LLC holds $586,068 across 6 Oil & Gas Refining & Marketing names. PSX ranks #1 (46.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	1,610	$272,170
2	VLO	Valero Energy Corp/Tx	749	$195,069
3	MPC	Marathon Petroleum Corp	457	$116,841
4	DINO	HF Sinclair Corp	14	$975
5	PARR	Par Pacific Holdings, Inc.	15	$841
6	CLNE	Clean Energy Fuels Corp.	84	$172

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$272,170	1,610	+2.0%	Shares	Sole	2026-08-06
2026-03-31	$287,662	1,579	0.0%	Shares	Sole	2026-04-22
2025-12-31	$203,754	1,579	0.0%	Shares	Sole	2026-02-11
2025-09-30	$214,775	1,579	+43.7%	Shares	Sole	2025-10-20
2025-03-31	$135,704	1,099	+3.0%	Shares	Sole	2025-04-23
2024-12-31	$121,563	1,067	-0.7%	Shares	Sole	2025-02-18
2024-09-30	$141,177	1,074	+0.7%	Shares	Sole	2024-11-15
2024-06-30	$150,628	1,067	-0.2%	Shares	Sole	2024-07-19
2024-03-31	$174,610	1,069	—	Shares	Sole	2024-05-13
No filing history on record for this holder in this stock.