CCM INVESTMENT ADVISERS LLC

Position in PSX — Phillips 66

CIK 931097 COLUMBIA, SC

Position in PSX

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$4,006,823

-$5,498,782 QoQ

Shares Held

23,702

-54.6% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#477

of 2,091 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

CCM INVESTMENT ADVISERS LLC holds $4,006,823 across 1 Oil & Gas Refining & Marketing name. PSX ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PSX	Phillips 66 This page	23,702	$4,006,823

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,006,823	23,702	-54.6%	Shares	Sole	2026-08-12
2026-03-31	$9,505,605	52,177	-44.8%	Shares	Sole	2026-05-20
2025-12-31	$12,203,828	94,574	+0.5%	Shares	Sole	2026-01-12
2025-09-30	$12,797,441	94,085	+4.4%	Shares	Sole	2025-10-10
2025-06-30	$10,748,214	90,094	+2.1%	Shares	Sole	2025-07-15
2025-03-31	$10,895,010	88,233	-5.9%	Shares	Sole	2025-04-16
2024-12-31	$10,684,469	93,781	-10.8%	Shares	Sole	2025-01-10
2024-09-30	$13,821,967	105,150	+15.9%	Shares	Sole	2024-10-09
2024-06-30	$12,807,648	90,725	+11.6%	Shares	Sole	2024-07-11
2024-03-31	$13,277,255	81,286	-15.0%	Shares	Sole	2024-05-17
2023-12-31	$12,726,186	95,585	-4.6%	Shares	Sole	2024-03-05
2023-09-30	$12,039,150	100,201	-1.3%	Shares	Sole	2023-12-08
2023-06-30	$9,686,983	101,562	+1.3%	Shares	Sole	2023-08-21
2023-03-31	$10,161,520	100,232	-6.9%	Shares	Sole	2023-05-17
2022-12-31	$11,202,338	107,632	-6.1%	Shares	Sole	2023-02-15
2022-09-30	$9,251,803	114,616	-1.7%	Shares	Sole	2022-11-09
2022-06-30	$9,564,543	116,655	+0.9%	Shares	Sole	2022-07-27
2022-03-31	$9,986,511	115,598	+10.4%	Shares	Sole	2022-05-03
2021-12-31	$7,586,417	104,698	-6.6%	Shares	Sole	2022-02-01
2021-09-30	$7,854,284	112,156	+13.4%	Shares	Sole	2021-10-26
2021-06-30	$8,489,142	98,918	+0.4%	Shares	Sole	2021-07-30
2021-03-31	$8,037,479	98,571	+6.5%	Shares	Sole	2021-05-07
2020-12-31	$6,471,338	92,527	+6.9%	Shares	Sole	2021-02-25
2020-09-30	$4,487,477	86,564	+17.0%	Shares	Sole	2020-11-10
2020-06-30	$5,317,508	73,957	-7.3%	Shares	Sole	2020-08-10
2020-03-31	$4,281,484	79,804	—	Shares	Sole	2020-05-22
No filing history on record for this holder in this stock.