NAVELLIER & ASSOCIATES INC

Position in PSX — Phillips 66

CIK 872163 RENO, NV

Position in PSX

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

Position Value

$10,136,238

+$2,800,396 QoQ

Shares Held

59,960

+48.9% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.83%

of 13F equity value

Holder Rank

#297

of 2,101 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

NAVELLIER & ASSOCIATES INC holds $17,256,908 across 4 Oil & Gas Refining & Marketing names. PSX ranks #1 (58.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	59,960	$10,136,238
2	VLO	Valero Energy Corp/Tx	16,122	$4,198,813
3	DINO	HF Sinclair Corp	27,030	$1,882,639
4	PARR	Par Pacific Holdings, Inc.	18,531	$1,039,218

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,136,238	59,960	+48.9%	Shares	Sole	2026-08-04
2026-03-31	$7,335,842	40,267	-3.6%	Shares	Sole	2026-05-07
2025-12-31	$5,388,968	41,762	-14.6%	Shares	Sole	2026-02-03
2025-09-30	$6,649,745	48,888	+7.9%	Shares	Sole	2025-11-06
2025-06-30	$5,405,840	45,313	+0.1%	Shares	Sole	2025-08-07
2025-03-31	$5,590,927	45,278	-14.3%	Shares	Sole	2025-05-06
2024-12-31	$6,018,921	52,830	+10.6%	Shares	Sole	2025-02-03
2024-09-30	$6,277,920	47,759	-44.0%	Shares	Sole	2024-11-12
2024-06-30	$12,037,142	85,267	+2.8%	Shares	Sole	2024-08-08
2024-03-31	$13,550,523	82,959	-3.3%	Shares	Sole	2024-05-14
2023-12-31	$11,425,409	85,815	+2.1%	Shares	Sole	2024-02-08
2023-09-30	$10,103,053	84,087	-9.2%	Shares	Sole	2023-11-09
2023-06-30	$8,837,529	92,656	-0.1%	Shares	Sole	2023-08-07
2023-03-31	$9,406,036	92,780	-1.3%	Shares	Sole	2023-05-12
2022-12-31	$9,784,352	94,008	+65.6%	Shares	Sole	2023-02-02
2022-09-30	$4,581,828	56,762	-1.3%	Shares	Sole	2022-11-09
2022-06-30	$4,716,720	57,528	+4.9%	Shares	Sole	2022-08-12
2022-03-31	$4,739,009	54,856	+1423.8%	Shares	Sole	2022-04-29
2021-12-31	$260,856	3,600	-5.3%	Shares	Sole	2022-02-14
2021-09-30	$266,114	3,800	-57.0%	Shares	Sole	2021-10-28
2020-03-31	$473,836	8,832	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.