Harvest Portfolios Group Inc.

Position in PSX — Phillips 66

CIK 1923739 Oakville, A6

Position in PSX

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

Position Value

$2,370,926

-$154,453 QoQ

Shares Held

14,025

+1.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#607

of 2,093 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Harvest Portfolios Group Inc. holds $7,402,694 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (32.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	10,004	$2,605,441
2	DINO	HF Sinclair Corp	34,836	$2,426,327
3	PSX	Phillips 66 This page	14,025	$2,370,926

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,370,926	14,025	+1.2%	Shares	Sole	2026-08-13
2026-03-31	$2,525,379	13,862	+1.1%	Shares	Sole	2026-05-14
2025-12-31	$1,768,493	13,705	+0.1%	Shares	Sole	2026-02-06
2025-09-30	$1,863,065	13,697	-6.1%	Shares	Sole	2025-11-12
2025-06-30	$1,740,467	14,589	-4.7%	Shares	Sole	2025-08-06
2025-03-31	$1,891,096	15,315	+13.8%	Shares	Sole	2025-05-14
2024-12-31	$1,533,497	13,460	+10.8%	Shares	Sole	2025-02-14
2024-09-30	$1,596,723	12,147	+20.5%	Shares	Sole	2024-10-30
2024-06-30	$1,423,558	10,084	+1.9%	Shares	Sole	2024-08-13
2024-03-31	$1,616,249	9,895	-28.0%	Shares	Sole	2024-05-14
2023-12-31	$1,830,941	13,752	-9.6%	Shares	Sole	2024-02-14
2023-09-30	$1,826,760	15,204	-10.1%	Shares	Sole	2023-11-14
2023-06-30	$1,613,257	16,914	+3.4%	Shares	Sole	2023-08-14
2023-03-31	$1,658,982	16,364	-6.0%	Shares	Sole	2023-05-18
2022-12-31	$1,812,553	17,415	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.