Empirical Asset Management, LLC

Position in PSX — Phillips 66

CIK 1926596 WELLESLEY, MA

Position in PSX

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$594,041

+$368,685 QoQ

Shares Held

3,514

+184.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#1,101

of 2,104 holders

Holding Since

Mar 2023

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Empirical Asset Management, LLC holds $4,008,224 across 4 Oil & Gas Refining & Marketing names. PSX ranks #4 (14.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SUN	Sunoco LP	27,084	$1,828,170
2	VLO	Valero Energy Corp/Tx	3,289	$856,587
3	MPC	Marathon Petroleum Corp	2,853	$729,426
4	PSX	Phillips 66 This page	3,514	$594,041

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$594,041	3,514	+184.1%	Shares	Sole	2026-08-10
2026-03-31	$225,356	1,237	-96.5%	Shares	Sole	2026-05-11
2024-12-31	$102,390	35,148	+47.7%	Shares	Sole	2025-01-15
2024-09-30	$464,852	23,802	+3.3%	Shares	Sole	2024-10-11
2024-06-30	$390,901	23,045	+522.0%	Shares	Sole	2024-08-12
2024-03-31	$605,174	3,705	-20.0%	Shares	Sole	2024-05-10
2023-12-31	$616,305	4,629	+5.0%	Shares	Sole	2024-01-12
2023-09-30	$529,861	4,410	+3.3%	Shares	Sole	2023-11-01
2023-06-30	$407,081	4,268	-0.7%	Shares	Sole	2023-08-01
2023-03-31	$435,528	4,296	—	Shares	Sole	2023-04-18
No filing history on record for this holder in this stock.