BURNEY CO/

Position in PSX — Phillips 66

CIK 940445 RESTON, VA

Position in PSX

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$2,200,185

+$2,913 QoQ

Shares Held

13,015

+7.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#624

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

BURNEY CO/ holds $18,389,955 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (12.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	37,569	$9,784,470
2	MPC	Marathon Petroleum Corp	25,053	$6,405,300
3	PSX	Phillips 66 This page	13,015	$2,200,185

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,200,185	13,015	+7.9%	Shares	Sole	2026-07-15
2026-03-31	$2,197,272	12,061	-17.3%	Shares	Sole	2026-04-29
2025-12-31	$1,881,145	14,578	-1.3%	Shares	Sole	2026-01-23
2025-09-30	$2,008,607	14,767	+0.4%	Shares	Sole	2025-10-16
2025-06-30	$1,754,067	14,703	-15.3%	Shares	Sole	2025-08-05
2025-03-31	$2,144,106	17,364	-3.6%	Shares	Sole	2025-05-06
2024-12-31	$2,051,765	18,009	-41.9%	Shares	Sole	2025-01-14
2024-09-30	$4,076,527	31,012	+16.9%	Shares	Sole	2024-10-18
2024-06-30	$3,744,957	26,528	+35.8%	Shares	Sole	2024-07-29
2024-03-31	$3,190,030	19,530	-2.1%	Shares	Sole	2024-05-22
2023-12-31	$2,656,808	19,955	-41.9%	Shares	Sole	2024-02-12
2023-09-30	$4,129,195	34,367	+59.7%	Shares	Sole	2023-11-08
2023-06-30	$2,052,005	21,514	+1.4%	Shares	Sole	2023-08-09
2023-03-31	$2,151,486	21,222	+5.6%	Shares	Sole	2023-05-10
2022-12-31	$2,091,383	20,094	-4.4%	Shares	Sole	2023-02-06
2022-09-30	$1,696,007	21,011	+11.3%	Shares	Sole	2022-11-15
2022-06-30	$1,547,807	18,878	+3.3%	Shares	Sole	2022-08-12
2022-03-31	$1,578,777	18,275	-39.6%	Shares	Sole	2022-05-09
2021-12-31	$2,193,871	30,277	+122.9%	Shares	Sole	2022-02-11
2021-09-30	$951,357	13,585	+31.4%	Shares	Sole	2021-11-12
2021-06-30	$886,949	10,335	-0.7%	Shares	Sole	2021-08-06
2021-03-31	$848,912	10,411	+23.9%	Shares	Sole	2021-05-13
2020-12-31	$587,845	8,405	-30.1%	Shares	Sole	2021-02-11
2020-09-30	$623,582	12,029	-42.2%	Shares	Defined	2020-12-14
2020-06-30	$1,495,520	20,800	-71.2%	Shares	Defined	2020-08-13
2020-03-31	$3,878,412	72,291	—	Shares	Defined	2020-05-13
No filing history on record for this holder in this stock.