WEST PACES ADVISORS INC.

Position in PSX — Phillips 66

CIK 2004720 ATLANTA, GA

Position in PSX

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

Position Value

$95,344

-$223,187 QoQ

Shares Held

564

-78.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,813

of 2,093 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

WEST PACES ADVISORS INC. holds $558,076 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (17.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	1,434	$366,630
2	VLO	Valero Energy Corp/Tx	369	$96,102
3	PSX	Phillips 66 This page	564	$95,344

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$95,344	564	-78.9%	Shares	Sole	2026-07-20
2025-06-30	$318,531	2,670	-35.8%	Shares	Sole	2025-07-23
2025-03-31	$513,676	4,160	-1.9%	Shares	Sole	2025-04-15
2024-12-31	$483,177	4,241	-9.4%	Shares	Sole	2025-02-14
2024-09-30	$615,054	4,679	-0.6%	Shares	Sole	2024-10-15
2024-06-30	$664,346	4,706	+4.2%	Shares	Sole	2024-07-17
2024-03-31	$737,970	4,518	+4.0%	Shares	Sole	2024-04-15
2023-12-31	$578,227	4,343	+31.6%	Shares	Sole	2024-01-30
2023-09-30	$396,495	3,300	+8.2%	Shares	Sole	2023-12-18
2023-06-30	$290,813	3,049	-1.3%	Shares	Sole	2023-12-18
2023-03-31	$313,061	3,088	-0.2%	Shares	Sole	2023-12-18
2022-12-31	$322,023	3,094	+3.1%	Shares	Sole	2023-12-18
2022-09-30	$242,240	3,001	+3.6%	Shares	Sole	2023-12-19
2022-06-30	$237,443	2,896	-4.3%	Shares	Sole	2023-12-19
2022-03-31	$261,416	3,026	+1.9%	Shares	Sole	2023-12-19
2021-12-31	$215,278	2,971	-11.7%	Shares	Sole	2023-12-20
2021-09-30	$235,510	3,363	-0.8%	Shares	Sole	2023-12-20
2021-06-30	$291,015	3,391	-5.7%	Shares	Sole	2023-12-20
2021-03-31	$293,299	3,597	+6.2%	Shares	Sole	2023-12-20
2020-12-31	$236,956	3,388	+2.3%	Shares	Sole	2023-12-20
2020-09-30	$171,745	3,313	+5.7%	Shares	Sole	2023-12-20
2020-06-30	$225,406	3,135	+60.3%	Shares	Sole	2023-12-20
2020-03-31	$104,939	1,956	—	Shares	Sole	2023-12-21
No filing history on record for this holder in this stock.