INSIGNEO ADVISORY SERVICES, LLC

Position in PSX — Phillips 66

CIK 1964958 MIAMI, FL

Position in PSX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$385,434

+$147,247 QoQ

Shares Held

2,280

+25.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,325

of 2,097 holders

Holding Since

Dec 2022

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

INSIGNEO ADVISORY SERVICES, LLC holds $5,043,096 across 4 Oil & Gas Refining & Marketing names. PSX ranks #2 (7.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	16,934	$4,329,515
2	PSX	Phillips 66 This page	2,280	$385,434
3	DINO	HF Sinclair Corp	3,152	$219,536
4	IEP	Icahn Enterprises L.P.	15,064	$108,611

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$385,434	2,280	+25.8%	Shares	Sole	2026-08-14
2024-09-30	$238,187	1,812	-41.3%	Shares	Sole	2024-11-15
2024-06-30	$435,932	3,088	+13.3%	Shares	Sole	2024-08-14
2024-03-31	$445,101	2,725	-2.2%	Shares	Sole	2024-05-15
2023-12-31	$370,928	2,786	-11.4%	Shares	Sole	2024-02-14
2023-09-30	$377,991	3,146	-32.6%	Shares	Sole	2023-11-14
2023-06-30	$445,329	4,669	+0.2%	Shares	Sole	2023-08-14
2023-03-31	$472,430	4,660	+85.5%	Shares	Sole	2023-05-11
2022-12-31	$261,448	2,512	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.