Alley Investment Management Company, LLC

Position in PSX — Phillips 66

CIK 1917618 LAKE FOREST, IL

Position in PSX

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$6,713,482

-$873,768 QoQ

Shares Held

39,713

-4.6% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.94%

of 13F equity value

Holder Rank

#374

of 2,091 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 90% Shared 0% None 10%

Energy · as of Jun 30, 2026

Alley Investment Management Company, LLC holds $6,713,482 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	39,713	$6,713,482

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,713,482	39,713	-4.6%	Shares	Sole	2026-07-23
2026-03-31	$7,587,250	41,647	-1.3%	Shares	Sole	2026-04-24
2025-12-31	$5,444,326	42,191	-0.8%	Shares	Sole	2026-01-27
2025-09-30	$5,783,026	42,516	-25.8%	Shares	Sole	2025-10-24
2025-06-30	$6,838,037	57,318	+1.4%	Shares	Sole	2025-07-18
2025-03-31	$6,980,447	56,531	+1.0%	Shares	Sole	2025-04-28
2024-12-31	$6,377,345	55,976	+5.8%	Shares	Sole	2025-02-06
2024-09-30	$6,952,784	52,893	+1.7%	Shares	Sole	2024-11-13
2024-06-30	$7,340,134	51,995	-14.9%	Shares	Sole	2024-08-14
2024-03-31	$9,981,544	61,109	-1.4%	Shares	Sole	2024-05-10
2023-12-31	$8,249,221	61,959	-1.7%	Shares	Sole	2024-02-12
2023-09-30	$7,570,891	63,012	+1.2%	Shares	Sole	2023-10-27
2023-06-30	$5,941,315	62,291	+1.2%	Shares	Sole	2023-08-11
2023-03-31	$6,237,911	61,530	+3.4%	Shares	Sole	2023-05-12
2022-12-31	$6,194,841	59,520	-0.1%	Shares	Sole	2023-02-08
2022-09-30	$4,807,683	59,560	+0.6%	Shares	Sole	2022-10-27
2022-06-30	$4,856,103	59,228	+0.4%	Shares	Sole	2022-08-05
2022-03-31	$5,095,973	58,988	—	Shares	Sole	2022-05-10
No filing history on record for this holder in this stock.