Ares Financial Consulting, LLC

Position in PSX — Phillips 66

CIK 2106717 CALABASAS, CA

Position in PSX

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$26,540

+$1,582 QoQ

Shares Held

157

+14.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,940

of 2,093 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Ares Financial Consulting, LLC holds $242,741 across 6 Oil & Gas Refining & Marketing names. PSX ranks #5 (10.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	394	$100,733
2	VLO	Valero Energy Corp/Tx	198	$51,567
3	PARR	Par Pacific Holdings, Inc.	617	$34,601
4	PBF	PBF Energy Inc.	619	$28,176
5	PSX	Phillips 66 This page	157	$26,540
6	UGP	Ultrapar Holdings Inc	224	$1,124

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,540	157	+14.6%	Shares	Sole	2026-07-09
2026-03-31	$24,958	137	+407.4%	Shares	Sole	2026-04-02
2025-12-31	$3,484	27	—	Shares	Sole	2026-01-30
No filing history on record for this holder in this stock.