CarsonAllaria Wealth Management, Ltd.

Position in PSX — Phillips 66

CIK 1900946 GLEN CARBON, IL

Position in PSX

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$272,677

-$31,563 QoQ

Shares Held

1,613

-3.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.31%

of 13F equity value

Holder Rank

#1,539

of 2,093 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

CarsonAllaria Wealth Management, Ltd. holds $272,677 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	1,613	$272,677

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$272,677	1,613	-3.4%	Shares	Sole	2026-07-28
2026-03-31	$304,240	1,670	-38.0%	Shares	Sole	2026-04-30
2025-12-31	$347,633	2,694	+74.4%	Shares	Sole	2026-01-22
2025-09-30	$210,150	1,545	-21.7%	Shares	Sole	2025-10-28
2025-06-30	$235,259	1,972	-14.3%	Shares	Sole	2025-07-24
2025-03-31	$284,004	2,300	+79.4%	Shares	Sole	2025-04-28
2024-12-31	$146,058	1,282	+0.4%	Shares	Sole	2025-01-27
2024-09-30	$167,861	1,277	+115.3%	Shares	Sole	2024-10-21
2024-06-30	$83,713	593	+0.9%	Shares	Sole	2024-07-22
2024-03-31	$96,043	588	+0.7%	Shares	Sole	2024-05-07
2023-12-31	$77,753	584	+0.9%	Shares	Sole	2024-02-08
2023-09-30	$69,566	579	-44.1%	Shares	Sole	2023-11-09
2023-06-30	$98,718	1,035	+65.9%	Shares	Sole	2023-08-01
2023-03-31	$63,261	624	+1.0%	Shares	Sole	2023-04-26
2022-12-31	$64,321	618	+1111.8%	Shares	Sole	2023-02-06
2022-09-30	$4,116	51	0.0%	Shares	Sole	2022-11-09
2022-06-30	$4,181	51	0.0%	Shares	Sole	2022-08-02
2022-03-31	$4,405	51	+2.0%	Shares	Sole	2022-05-05
2021-12-31	$3,623	50	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.