DAYMARK WEALTH PARTNERS, LLC

Position in PSX — Phillips 66

CIK 1956824 CINCINNATI, OH

Position in PSX

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$14,719,690

-$1,100,092 QoQ

Shares Held

87,073

+0.3% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#233

of 2,096 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

DAYMARK WEALTH PARTNERS, LLC holds $19,721,507 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (74.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	87,073	$14,719,690
2	VLO	Valero Energy Corp/Tx	9,732	$2,534,602
3	MPC	Marathon Petroleum Corp	9,650	$2,467,215

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,719,690	87,073	+0.3%	Shares	Sole	2026-07-31
2026-03-31	$15,819,782	86,836	-0.2%	Shares	Sole	2026-05-11
2025-12-31	$11,230,996	87,035	+1.6%	Shares	Sole	2026-01-12
2025-09-30	$11,651,065	85,657	+1.3%	Shares	Sole	2025-10-22
2025-06-30	$10,090,751	84,583	+2.0%	Shares	Sole	2025-08-04
2025-03-31	$10,241,801	82,943	+0.1%	Shares	Sole	2025-04-23
2024-12-31	$9,436,821	82,830	+10.0%	Shares	Sole	2025-01-17
2024-09-30	$9,897,527	75,295	+1.2%	Shares	Sole	2024-10-08
2024-06-30	$10,505,589	74,418	+1.1%	Shares	Sole	2024-08-14
2024-03-31	$12,022,150	73,602	+1.1%	Shares	Sole	2024-04-10
2023-12-31	$9,692,458	72,799	+4.7%	Shares	Sole	2024-01-09
2023-09-30	$8,350,425	69,500	+10.3%	Shares	Sole	2023-10-10
2023-06-30	$6,007,795	62,988	+130.2%	Shares	Sole	2023-07-19
2023-03-31	$2,774,466	27,367	+43.2%	Shares	Sole	2023-04-20
2022-12-31	$1,989,697	19,117	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.