SILVER OAK SECURITIES, INCORPORATED
Broker-DealerPosition in PSX — Phillips 66
CIK 1080576
JACKSON, TN
Position in PSX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$312,742
-$12,084 QoQ
Shares Held
1,850
+3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,458
of 2,096 holders
Holding Since
Mar 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, 2026SILVER OAK SECURITIES, INCORPORATED holds $1,461,658 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (21.4% of the industry book) .
All Filings in PSX
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $312,742 | 1,850 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $324,826 | 1,783 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $241,433 | 1,871 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $267,687 | 1,968 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $205,196 | 1,720 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $295,611 | 2,394 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $243,240 | 2,135 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $191,522 | 1,457 | Shares | Sole | 2024-10-23 | |
| 2024-03-31 | $208,585 | 1,277 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||