Stiles Financial Services Inc

Position in PSX — Phillips 66

CIK 1904832 EDINA, MN

Position in PSX

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$419,413

-$75,205 QoQ

Shares Held

2,481

-8.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,271

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

Stiles Financial Services Inc holds $6,222,161 across 4 Oil & Gas Refining & Marketing names. PSX ranks #3 (6.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	18,899	$4,922,055
2	DINO	HF Sinclair Corp	9,752	$679,226
3	PSX	Phillips 66 This page	2,481	$419,413
4	MPC	Marathon Petroleum Corp	788	$201,467

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$419,413	2,481	-8.6%	Shares	Sole	2026-08-12
2026-03-31	$494,618	2,715	-3.2%	Shares	Sole	2026-04-30
2025-12-31	$362,086	2,806	+0.5%	Shares	Sole	2026-02-03
2025-09-30	$379,903	2,793	-4.8%	Shares	Sole	2025-10-30
2025-06-30	$350,145	2,935	+2.4%	Shares	Sole	2025-07-24
2025-03-31	$354,017	2,867	+0.5%	Shares	Sole	2025-04-22
2024-12-31	$325,156	2,854	+0.5%	Shares	Sole	2025-01-28
2024-09-30	$373,186	2,839	+0.4%	Shares	Sole	2024-10-31
2024-06-30	$399,228	2,828	-1.5%	Shares	Sole	2024-08-01
2024-03-31	$468,949	2,871	+0.5%	Shares	Sole	2024-04-30
2023-12-31	$380,380	2,857	+4.3%	Shares	Sole	2024-01-26
2023-09-30	$328,970	2,738	+0.7%	Shares	Sole	2023-11-08
2023-06-30	$259,338	2,719	+2.0%	Shares	Sole	2023-07-21
2023-03-31	$270,279	2,666	+0.7%	Shares	Sole	2023-05-11
2022-12-31	$275,499	2,647	-8.9%	Shares	Sole	2023-01-27
2022-09-30	$234,653	2,907	-0.9%	Shares	Sole	2022-11-02
2022-06-30	$240,476	2,933	+0.6%	Shares	Sole	2022-07-26
2022-03-31	$251,826	2,915	-7.3%	Shares	Sole	2022-05-06
2021-12-31	$227,814	3,144	—	Shares	Sole	2022-02-09
No filing history on record for this holder in this stock.