SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Position in PSX — Phillips 66
CIK 1079935
LOS ANGELES, CA
Position in PSX
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$935,859
-$50,099 QoQ
Shares Held
5,536
+2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#910
of 2,093 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026SIGNATURE ESTATE & INVESTMENT ADVISORS LLC holds $1,773,856 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (52.8% of the industry book) .
All Filings in PSX
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $935,859 | 5,536 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $985,958 | 5,412 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $233,303 | 1,808 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $248,780 | 1,829 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $222,732 | 1,867 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $218,312 | 1,768 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $228,770 | 2,008 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $248,703 | 1,892 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $249,306 | 1,766 | Shares | Defined | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||