SmartHarvest Portfolios, LLC

Position in PSX — Phillips 66

CIK 2066604 SEATTLE, WA

Position in PSX

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$380,531

-$36,661 QoQ

Shares Held

2,251

-1.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

SmartHarvest Portfolios, LLC holds $1,462,293 across 4 Oil & Gas Refining & Marketing names. PSX ranks #3 (26.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	2,081	$532,049
2	VLO	Valero Energy Corp/Tx	1,909	$497,179
3	PSX	Phillips 66 This page	2,251	$380,531
4	UGP	Ultrapar Holdings Inc	10,465	$52,534

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$380,531	2,251	-1.7%	Shares	Sole	2026-08-04
2026-03-31	$417,192	2,290	-16.1%	Shares	Sole	2026-04-21
2025-12-31	$352,408	2,731	—	Shares	Sole	2026-02-12
No filing history on record for this holder in this stock.