C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Position in PSX — Phillips 66
CIK 1965756
Westlake, OH
Position in PSX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$670,114
-$62,796 QoQ
Shares Held
3,964
-1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,043
of 2,093 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors holds $1,601,775 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (41.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
3,644 | $931,661 | |
| 2 | PSX |
Phillips 66
This page
|
3,964 | $670,114 |
All Filings in PSX
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $670,114 | 3,964 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $732,910 | 4,023 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $581,196 | 4,504 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $584,477 | 4,297 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $503,207 | 4,218 | Shares | Sole | 2025-11-03 | |
| 2025-03-31 | $572,329 | 4,635 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $482,265 | 4,233 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $4,151,716 | 31,584 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $4,549,485 | 32,227 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $6,297,083 | 38,552 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $4,976,906 | 37,381 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $4,022,862 | 33,482 | Shares | Sole | 2023-11-02 | |
| No filing history on record for this holder in this stock. | ||||||