TOTH FINANCIAL ADVISORY CORP

Position in PSX — Phillips 66

CIK 866780 LEESBURG, VA

Position in PSX

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$115,292

-$9,136 QoQ

Shares Held

682

-0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,795

of 2,091 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

TOTH FINANCIAL ADVISORY CORP holds $133,878 across 4 Oil & Gas Refining & Marketing names. PSX ranks #1 (86.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	682	$115,292
2	VLO	Valero Energy Corp/Tx	62	$16,147
3	MPC	Marathon Petroleum Corp	6	$1,534
4	DINO	HF Sinclair Corp	13	$905

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$115,292	682	-0.1%	Shares	Sole	2026-07-14
2026-03-31	$124,428	683	0.0%	Shares	Sole	2026-04-16
2025-12-31	$88,134	683	+0.1%	Shares	Sole	2026-01-20
2025-09-30	$92,765	682	0.0%	Shares	Sole	2025-10-09
2025-06-30	$81,362	682	0.0%	Shares	Sole	2025-07-14
2025-03-31	$84,213	682	0.0%	Shares	Sole	2025-04-14
2024-12-31	$77,700	682	0.0%	Shares	Sole	2025-01-21
2024-09-30	$89,648	682	0.0%	Shares	Sole	2024-10-21
2024-06-30	$96,277	682	0.0%	Shares	Sole	2024-07-16
2024-03-31	$111,397	682	0.0%	Shares	Sole	2024-04-16
2023-12-31	$90,801	682	0.0%	Shares	Sole	2024-01-26
2023-09-30	$81,942	682	0.0%	Shares	Sole	2023-10-12
2023-06-30	$65,049	682	-1.9%	Shares	Sole	2023-07-24
2023-03-31	$70,459	695	+1.9%	Shares	Sole	2023-04-24
2022-12-31	$70,982	682	0.0%	Shares	Sole	2023-01-24
2022-09-30	$55,051	682	-2.0%	Shares	Sole	2022-10-14
2022-06-30	$57,065	696	+2.1%	Shares	Sole	2022-07-25
2022-03-31	$58,917	682	0.0%	Shares	Sole	2022-04-26
2021-12-31	$49,417	682	0.0%	Shares	Sole	2022-01-31
2021-09-30	$47,760	682	0.0%	Shares	Sole	2021-10-20
2021-06-30	$58,529	682	0.0%	Shares	Sole	2021-07-26
2021-03-31	$55,610	682	0.0%	Shares	Sole	2021-04-20
2020-12-31	$47,699	682	0.0%	Shares	Sole	2021-01-25
2020-09-30	$35,354	682	0.0%	Shares	Sole	2020-10-16
2020-06-30	$49,035	682	-3.4%	Shares	Sole	2020-07-14
2020-03-31	$37,876	706	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.