Fi3 FINANCIAL ADVISORS, LLC

Position in PSX — Phillips 66

CIK 1862427 INDIANAPOLIS, IN

Position in PSX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$545,693

+$94,434 QoQ

Shares Held

3,228

+30.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#1,143

of 2,097 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Fi3 FINANCIAL ADVISORS, LLC holds $1,701,165 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (32.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	4,174	$1,087,076
2	PSX	Phillips 66 This page	3,228	$545,693
3	DINO	HF Sinclair Corp	982	$68,396

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$545,693	3,228	+30.3%	Shares	Sole	2026-08-14
2026-03-31	$451,259	2,477	+40.4%	Shares	Sole	2026-05-07
2025-12-31	$227,626	1,764	—	Shares	Sole	2026-02-06
No filing history on record for this holder in this stock.