CALTON & ASSOCIATES, INC.

Position in PSX — Phillips 66

CIK 822648 Tampa, FL

Position in PSX

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$253,405

-$26,353 QoQ

Shares Held

1,499

-30.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,581

of 2,091 holders

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

CALTON & ASSOCIATES, INC. holds $3,159,533 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (8.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	9,908	$2,533,178
2	VLO	Valero Energy Corp/Tx	1,432	$372,950
3	PSX	Phillips 66 This page	1,499	$253,405

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$253,405	1,499	-30.9%	Shares	Sole	2026-08-10
2025-12-31	$279,758	2,168	+5.6%	Shares	Sole	2026-02-10
2025-09-30	$279,385	2,054	—	Shares	Sole	2025-11-07
No filing history on record for this holder in this stock.