Herold Advisors, Inc.

Position in PSX — Phillips 66

CIK 1891713 New York, NY

Position in PSX

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$2,678,090

-$258,833 QoQ

Shares Held

15,842

-1.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.80%

of 13F equity value

Holder Rank

#571

of 2,091 holders

Holding Since

Sep 2021

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Herold Advisors, Inc. holds $2,678,090 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	15,842	$2,678,090

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,678,090	15,842	-1.7%	Shares	Sole	2026-07-22
2026-03-31	$2,936,923	16,121	-0.6%	Shares	Sole	2026-05-15
2025-12-31	$2,093,674	16,225	-1.7%	Shares	Sole	2026-02-17
2025-09-30	$2,244,738	16,503	+6.7%	Shares	Sole	2025-11-13
2025-06-30	$1,845,809	15,472	-22.3%	Shares	Sole	2025-08-14
2025-03-31	$2,460,092	19,923	-18.8%	Shares	Sole	2025-05-13
2024-12-31	$2,793,677	24,521	-4.0%	Shares	Sole	2025-02-14
2024-09-30	$3,356,575	25,535	+1.8%	Shares	Sole	2024-11-14
2024-06-30	$3,542,096	25,091	+3.0%	Shares	Sole	2024-07-24
2024-03-31	$3,978,145	24,355	-6.4%	Shares	Sole	2024-05-10
2023-12-31	$3,465,367	26,028	-1.4%	Shares	Sole	2024-02-02
2023-09-30	$3,171,599	26,397	+10.3%	Shares	Sole	2023-11-08
2023-06-30	$2,282,348	23,929	+9.9%	Shares	Sole	2023-07-17
2023-03-31	$2,207,346	21,773	+3.7%	Shares	Sole	2023-04-19
2022-12-31	$2,185,575	20,999	+0.7%	Shares	Sole	2023-02-14
2022-09-30	$1,682,769	20,847	+2505.9%	Shares	Sole	2022-11-08
2022-03-31	$69,112	800	0.0%	Shares	Sole	2022-05-09
2021-09-30	$56,024	800	—	Shares	Sole	2021-11-03
No filing history on record for this holder in this stock.