PFS Partners, LLC

Position in PSX — Phillips 66

CIK 2002654 MINE HILL, NJ

Position in PSX

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

Position Value

$133,887

-$9,853 QoQ

Shares Held

792

+0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#1,774

of 2,096 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

PFS Partners, LLC holds $821,151 across 4 Oil & Gas Refining & Marketing names. PSX ranks #4 (16.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	1,237	$322,164
2	MPC	Marathon Petroleum Corp	875	$223,711
3	DINO	HF Sinclair Corp	2,030	$141,389
4	PSX	Phillips 66 This page	792	$133,887

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$133,887	792	+0.4%	Shares	Sole	2026-07-20
2026-03-31	$143,740	789	+0.5%	Shares	Sole	2026-04-09
2025-12-31	$101,296	785	+0.5%	Shares	Sole	2026-01-16
2025-09-30	$106,231	781	+24.8%	Shares	Sole	2025-10-16
2025-06-30	$74,681	626	+0.8%	Shares	Sole	2025-07-16
2025-03-31	$76,681	621	+0.6%	Shares	Sole	2025-04-14
2024-12-31	$70,294	617	+0.7%	Shares	Sole	2025-01-27
2024-09-30	$80,578	613	+0.7%	Shares	Sole	2024-11-01
2024-06-30	$85,972	609	+0.5%	Shares	Sole	2024-07-25
2024-03-31	$98,984	606	+0.7%	Shares	Sole	2024-04-15
2023-12-31	$80,150	602	+30000.0%	Shares	Sole	2024-01-29
2023-09-30	$240	2	0.0%	Shares	Sole	2023-12-01
2023-06-30	$190	2	0.0%	Shares	Sole	2023-12-01
2023-03-31	$202	2	0.0%	Shares	Sole	2023-12-01
2022-12-31	$208	2	0.0%	Shares	Sole	2023-12-01
2022-09-30	$161	2	0.0%	Shares	Sole	2023-12-01
2022-06-30	$163	2	0.0%	Shares	Sole	2023-12-01
2022-03-31	$172	2	0.0%	Shares	Sole	2023-12-01
2021-12-31	$144	2	—	Shares	Sole	2023-12-01
No filing history on record for this holder in this stock.