William B. Walkup & Associates, Inc.

Position in PSX — Phillips 66

CIK 2034054 COLUMBIA, SC

Position in PSX

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

Position Value

$2,669,637

-$183,666 QoQ

Shares Held

15,792

+0.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.29%

of 13F equity value

Holder Rank

#575

of 2,093 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

William B. Walkup & Associates, Inc. holds $22,223,617 across 6 Oil & Gas Refining & Marketing names. PSX ranks #2 (12.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	75,038	$19,542,896
2	PSX	Phillips 66 This page	15,792	$2,669,637
3	DK	Delek US Holdings, Inc.	60	$3,048
4	DINO	HF Sinclair Corp	42	$2,925
5	MPC	Marathon Petroleum Corp	11	$2,812
6	PARR	Par Pacific Holdings, Inc.	41	$2,299

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,669,637	15,792	+0.8%	Shares	Sole	2026-07-30
2026-03-31	$2,853,303	15,662	-0.7%	Shares	Sole	2026-04-20
2025-12-31	$2,035,864	15,777	+0.1%	Shares	Sole	2026-02-17
2025-09-30	$2,143,811	15,761	+0.6%	Shares	Sole	2025-10-29
2025-06-30	$1,868,476	15,662	0.0%	Shares	Sole	2025-08-12
2025-03-31	$1,933,943	15,662	+4.2%	Shares	Sole	2025-05-13
2024-12-31	$1,712,823	15,034	0.0%	Shares	Sole	2025-02-14
2024-09-30	$1,976,219	15,034	0.0%	Shares	Sole	2024-11-15
2024-06-30	$2,122,349	15,034	—	Shares	Sole	2024-08-16
No filing history on record for this holder in this stock.