Altrius Capital Management Inc

Position in PSX — Phillips 66

CIK 1940646 NEW BERN, NC

Position in PSX

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

Position Value

$6,572,494

-$595,195 QoQ

Shares Held

38,879

-1.2% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

1.86%

of 13F equity value

Holder Rank

#379

of 2,093 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Altrius Capital Management Inc holds $6,572,494 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	38,879	$6,572,494

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,572,494	38,879	-1.2%	Shares	Sole	2026-08-13
2026-03-31	$7,167,689	39,344	-1.7%	Shares	Sole	2026-05-05
2025-12-31	$5,162,503	40,007	-0.8%	Shares	Sole	2026-02-02
2025-09-30	$5,487,182	40,341	+2.0%	Shares	Sole	2025-11-05
2025-06-30	$4,720,581	39,569	+10.4%	Shares	Sole	2025-08-06
2025-03-31	$4,427,375	35,855	+4.1%	Shares	Sole	2025-04-22
2024-12-31	$3,924,432	34,446	+5.8%	Shares	Sole	2025-02-05
2024-09-30	$4,280,669	32,565	+10.2%	Shares	Sole	2024-11-06
2024-06-30	$4,173,126	29,561	+1.4%	Shares	Sole	2024-08-12
2024-03-31	$4,763,157	29,161	-20.6%	Shares	Sole	2024-05-13
2023-12-31	$4,888,900	36,720	-2.5%	Shares	Sole	2024-02-05
2023-09-30	$4,525,329	37,664	-0.7%	Shares	Sole	2023-10-30
2023-06-30	$3,617,000	37,922	+1.1%	Shares	Sole	2023-08-10
2023-03-31	$3,801,445	37,497	+0.2%	Shares	Sole	2023-05-15
2022-12-31	$3,894,569	37,419	-3.2%	Shares	Sole	2023-02-07
2022-09-30	$3,120,231	38,655	-23.8%	Shares	Sole	2022-11-08
2022-06-30	$4,156,565	50,696	—	Shares	Sole	2022-08-09
No filing history on record for this holder in this stock.