Farther Finance Advisors, LLC

Position in PSX — Phillips 66

CIK 1992825 SAN FRANCISCO, CA

Position in PSX

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$5,696,815

+$471,347 QoQ

Shares Held

33,699

+17.5% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#404

of 2,096 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Farther Finance Advisors, LLC holds $14,914,250 across 17 Oil & Gas Refining & Marketing names. PSX ranks #1 (38.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	33,699	$5,696,815
2	VLO	Valero Energy Corp/Tx	15,668	$4,080,573
3	MPC	Marathon Petroleum Corp	15,448	$3,949,590
4	DINO	HF Sinclair Corp	5,777	$402,368
5	PBF	PBF Energy Inc.	3,604	$164,054
6	DK	Delek US Holdings, Inc.	3,137	$159,390
7	SUN	Sunoco LP	1,415	$95,512
8	PARR	Par Pacific Holdings, Inc.	1,418	$79,521

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,696,815	33,699	+17.5%	Shares	Sole	2026-07-17
2026-03-31	$5,225,468	28,683	-7.4%	Shares	Sole	2026-04-07
2025-12-31	$3,995,207	30,961	+56.8%	Shares	Sole	2026-01-23
2025-09-30	$2,685,986	19,747	+35.8%	Shares	Sole	2025-10-14
2025-06-30	$1,735,337	14,546	+7.3%	Shares	Sole	2025-07-11
2025-03-31	$1,674,141	13,558	+65.6%	Shares	Sole	2025-04-14
2024-12-31	$932,630	8,186	+2.9%	Shares	Sole	2025-02-10
2024-09-30	$1,045,947	7,957	+4.7%	Shares	Sole	2024-10-29
2024-06-30	$1,073,315	7,603	+14.5%	Shares	Sole	2024-07-31
2024-03-31	$1,084,250	6,638	+16.2%	Shares	Sole	2024-05-14
2023-12-31	$760,628	5,713	+27.8%	Shares	Sole	2024-02-15
2023-09-30	$537,310	4,472	+2.1%	Shares	Sole	2023-11-14
2023-06-30	$417,955	4,382	+18.0%	Shares	Sole	2024-05-14
2023-03-31	$376,423	3,713	+100.9%	Shares	Sole	2024-05-14
2022-12-31	$192,339	1,848	—	Shares	Sole	2023-09-12
No filing history on record for this holder in this stock.