Orange Investment Advisors, Inc.

Position in PSX — Phillips 66

CIK 943442 GOSHEN, NY

Position in PSX

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$210,964

-$91,680 QoQ

Shares Held

1,158

-48.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 40% Shared 0% None 60%

Energy · as of Jun 30, 2026

Orange Investment Advisors, Inc. holds $6,092,254 across 2 Oil & Gas Refining & Marketing names.

#	Ticker	Company	Shares	Value (USD)	Open
1	MPC	Marathon Petroleum Corp	22,377	$5,721,127
2	VLO	Valero Energy Corp/Tx	1,425	$371,127

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$210,964	1,158	-48.0%	Shares	Sole	2026-04-22
2025-09-30	$302,644	2,225	0.0%	Shares	Sole	2025-10-16
2025-06-30	$265,442	2,225	0.0%	Shares	Sole	2025-07-21
2025-03-31	$274,743	2,225	-11.0%	Shares	Sole	2025-04-11
2024-12-31	$284,825	2,500	-7.7%	Shares	Sole	2025-01-10
2024-09-30	$356,229	2,710	-54.1%	Shares	Sole	2024-10-25
2024-06-30	$833,467	5,904	+110.1%	Shares	Sole	2024-07-02
2024-03-31	$458,985	2,810	-50.5%	Shares	Sole	2024-04-12
2023-12-31	$756,102	5,679	-13.5%	Shares	Sole	2024-01-12
2023-09-30	$789,145	6,568	-4.4%	Shares	Sole	2023-10-27
2023-06-30	$655,069	6,868	-1.1%	Shares	Sole	2023-07-17
2023-03-31	$703,881	6,943	-1.0%	Shares	Sole	2023-04-06
2022-12-31	$729,600	7,010	-4.6%	Shares	Sole	2023-02-01
2022-09-30	$592,969	7,346	-3.2%	Shares	Sole	2022-10-11
2022-06-30	$622,140	7,588	-13.4%	Shares	Sole	2022-07-18
2022-03-31	$756,776	8,760	-16.7%	Shares	Sole	2022-04-20
2021-12-31	$761,554	10,510	-0.7%	Shares	Sole	2022-01-24
2021-09-30	$741,267	10,585	-4.5%	Shares	Sole	2021-10-26
2021-06-30	$951,228	11,084	-5.6%	Shares	Sole	2021-07-07
2021-03-31	$957,116	11,738	-5.8%	Shares	Sole	2021-04-23
2020-12-31	$871,941	12,467	+61.4%	Shares	Sole	2021-01-15
2020-09-30	$400,308	7,722	-1.3%	Shares	Sole	2020-10-13
2020-06-30	$562,689	7,826	-0.5%	Shares	Sole	2020-07-07
2020-03-31	$422,064	7,867	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.