CoreCap Advisors, LLC

Position in PSX — Phillips 66

CIK 1902501 SOUTHFIELD, MI

Position in PSX

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

Position Value

$149,609

-$206,917 QoQ

Shares Held

885

-54.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,766

of 2,093 holders

Holding Since

Dec 2021

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

CoreCap Advisors, LLC holds $1,133,208 across 9 Oil & Gas Refining & Marketing names. PSX ranks #3 (13.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	1,781	$463,843
2	MPC	Marathon Petroleum Corp	1,789	$457,393
3	PSX	Phillips 66 This page	885	$149,609
4	SUN	Sunoco LP	575	$38,812
5	DINO	HF Sinclair Corp	216	$15,044
6	PBF	PBF Energy Inc.	172	$7,829
7	CVI	Cvr Energy Inc	20	$550
8	IEP	Icahn Enterprises L.P.	10	$72

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$149,609	885	-54.8%	Shares	Sole	2026-07-06
2026-03-31	$356,526	1,957	+105.1%	Shares	Sole	2026-04-07
2025-12-31	$123,104	954	+11.7%	Shares	Sole	2026-01-13
2025-09-30	$116,161	854	+5.0%	Shares	Sole	2025-10-22
2025-06-30	$96,990	813	-24.3%	Shares	Sole	2025-08-14
2025-03-31	$132,617	1,074	+35.4%	Shares	Sole	2025-05-09
2024-12-31	$90,346	793	-27.4%	Shares	Sole	2025-02-14
2024-09-30	$143,674	1,093	-33.9%	Shares	Sole	2024-11-08
2024-03-31	$270,164	1,654	-29.2%	Shares	Sole	2024-08-08
2023-12-31	$311,015	2,336	-5.7%	Shares	Sole	2024-01-16
2023-09-30	$297,731	2,478	-29.9%	Shares	Sole	2024-01-16
2022-12-31	$368,130	3,537	+16.0%	Shares	Sole	2023-02-10
2022-06-30	$250,069	3,050	+17.2%	Shares	Sole	2022-08-11
2022-03-31	$224,786	2,602	+0.9%	Shares	Sole	2022-04-29
2021-12-31	$186,874	2,579	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.