Cladis Investment Advisory, LLC

Position in PSX — Phillips 66

CIK 1911520 BILLINGS, MT

Position in PSX

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,196,704

-$92,766 QoQ

Shares Held

7,079

+0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.64%

of 13F equity value

Holder Rank

#818

of 2,093 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Cladis Investment Advisory, LLC holds $2,748,671 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (43.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	7,079	$1,196,704
2	VLO	Valero Energy Corp/Tx	3,334	$868,306
3	MPC	Marathon Petroleum Corp	2,674	$683,661

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,196,704	7,079	+0.0%	Shares	Sole	2026-08-13
2026-03-31	$1,289,470	7,078	0.0%	Shares	Sole	2026-05-15
2025-12-31	$913,345	7,078	+2.9%	Shares	Sole	2026-02-13
2025-09-30	$935,545	6,878	+0.0%	Shares	Sole	2025-11-13
2025-06-30	$820,426	6,877	0.0%	Shares	Sole	2025-08-11
2025-03-31	$849,171	6,877	+0.6%	Shares	Sole	2025-05-13
2024-12-31	$778,939	6,837	+0.0%	Shares	Sole	2025-02-14
2024-09-30	$898,592	6,836	0.0%	Shares	Sole	2024-11-14
2024-06-30	$965,038	6,836	-0.7%	Shares	Sole	2024-10-09
2024-03-31	$1,124,105	6,882	-1.3%	Shares	Sole	2024-10-09
2023-12-31	$928,118	6,971	0.0%	Shares	Sole	2024-10-09
2023-09-30	$837,565	6,971	0.0%	Shares	Sole	2024-10-09
2023-06-30	$664,893	6,971	+0.0%	Shares	Sole	2024-10-09
2023-03-31	$706,618	6,970	0.0%	Shares	Sole	2024-10-09
2022-12-31	$725,437	6,970	0.0%	Shares	Sole	2024-10-09
2022-09-30	$562,618	6,970	+0.0%	Shares	Sole	2024-10-09
2022-06-30	$571,388	6,969	0.0%	Shares	Sole	2024-10-09
2022-03-31	$602,051	6,969	-0.3%	Shares	Sole	2024-10-09
2021-12-31	$506,422	6,989	—	Shares	Sole	2024-10-01
No filing history on record for this holder in this stock.