Frank, Rimerman Advisors LLC

Position in PSX — Phillips 66

CIK 1977560 Palo Alto, CA

Position in PSX

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$675,016

-$43,501 QoQ

Shares Held

3,993

+1.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,038

of 2,093 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Frank, Rimerman Advisors LLC holds $3,573,682 across 4 Oil & Gas Refining & Marketing names. PSX ranks #4 (18.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	5,456	$1,394,935
2	DINO	HF Sinclair Corp	11,692	$814,347
3	VLO	Valero Energy Corp/Tx	2,647	$689,384
4	PSX	Phillips 66 This page	3,993	$675,016

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$675,016	3,993	+1.2%	Shares	Sole	2026-07-27
2026-03-31	$718,517	3,944	+0.3%	Shares	Sole	2026-04-29
2025-12-31	$507,514	3,933	+0.3%	Shares	Sole	2026-01-15
2025-09-30	$533,606	3,923	+1.2%	Shares	Sole	2025-11-04
2025-06-30	$462,287	3,875	-13.9%	Shares	Sole	2025-08-11
2025-03-31	$555,783	4,501	+18.4%	Shares	Sole	2025-05-12
2024-12-31	$433,161	3,802	-61.5%	Shares	Sole	2025-02-10
2024-09-30	$1,296,885	9,866	-2.8%	Shares	Sole	2024-10-24
2024-06-30	$1,432,451	10,147	+92145.5%	Shares	Sole	2024-08-13
2024-03-31	$1,796	11	0.0%	Shares	Sole	2024-05-09
2023-12-31	$1,464	11	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.