Envestnet Portfolio Solutions, Inc.

Position in PSX — Phillips 66

CIK 1998033 BERWYN, PA

Position in PSX

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$2,772,927

-$173,105 QoQ

Shares Held

16,403

+1.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#560

of 2,093 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $6,020,399 across 5 Oil & Gas Refining & Marketing names. PSX ranks #1 (46.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	16,403	$2,772,927
2	VLO	Valero Energy Corp/Tx	6,454	$1,680,879
3	MPC	Marathon Petroleum Corp	4,096	$1,047,224
4	DINO	HF Sinclair Corp	3,741	$260,560
5	PARR	Par Pacific Holdings, Inc.	4,615	$258,809

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,772,927	16,403	+1.4%	Shares	Sole	2026-07-20
2026-03-31	$2,946,032	16,171	-37.3%	Shares	Sole	2026-04-29
2025-12-31	$3,330,651	25,811	-4.4%	Shares	Sole	2026-02-06
2025-09-30	$3,672,131	26,997	-31.7%	Shares	Sole	2025-10-30
2025-06-30	$4,712,469	39,501	-8.4%	Shares	Sole	2025-07-25
2025-03-31	$5,325,321	43,127	-37.4%	Shares	Sole	2025-04-21
2024-12-31	$7,850,916	68,910	-0.4%	Shares	Sole	2025-02-10
2024-09-30	$9,092,002	69,167	-6.2%	Shares	Sole	2024-10-31
2024-06-30	$10,406,487	73,716	-9.1%	Shares	Sole	2024-07-16
2024-03-31	$13,253,080	81,138	-1.5%	Shares	Sole	2024-05-06
2023-12-31	$10,962,481	82,338	+3.8%	Shares	Sole	2024-02-07
2023-09-30	$9,533,421	79,346	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.