Tradewinds, LLC.

Position in PSX — Phillips 66

CIK 1932342 RALEIGH, NC

Position in PSX

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$881,386

+$263,801 QoQ

Shares Held

4,838

+1.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2022

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Tradewinds, LLC. holds $2,178,824 across 2 Oil & Gas Refining & Marketing names.

#	Ticker	Company	Shares	Value (USD)	Open
1	VLO	Valero Energy Corp/Tx	7,773	$2,024,400
2	MPC	Marathon Petroleum Corp	604	$154,424

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$881,386	4,838	+1.1%	Shares	Sole	2026-05-04
2025-12-31	$617,585	4,786	-5.5%	Shares	Sole	2026-02-13
2025-09-30	$688,669	5,063	-6.3%	Shares	Sole	2025-10-29
2025-03-31	$667,285	5,404	-2.8%	Shares	Sole	2025-04-29
2024-12-31	$633,109	5,557	-7.6%	Shares	Sole	2025-02-12
2024-09-30	$790,145	6,011	-0.2%	Shares	Sole	2024-11-08
2024-06-30	$850,690	6,026	+25.1%	Shares	Sole	2024-08-14
2023-09-30	$578,642	4,816	-1.5%	Shares	Sole	2023-11-06
2023-06-30	$466,503	4,891	+3.8%	Shares	Sole	2023-08-15
2023-03-31	$477,905	4,714	+63.2%	Shares	Sole	2023-04-06
2022-12-31	$300,583	2,888	-38.7%	Shares	Sole	2023-02-08
2022-09-30	$380,352	4,712	+2.1%	Shares	Sole	2022-10-17
2022-06-30	$378,547	4,617	—	Shares	Sole	2022-08-15
No filing history on record for this holder in this stock.