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Equibles

DIVIDEND ASSETS CAPITAL, LLC

Position in PSX — Phillips 66

CIK 1365167 Ridgeland, SC
Back to PSX Full portfolio

Position in PSX

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$303,782
-$150,210 QoQ
Shares Held
1,797
-27.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,481
of 2,104 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in PSX Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Refining & Marketing

Energy · as of Jun 30, 2026

DIVIDEND ASSETS CAPITAL, LLC holds $2,101,991 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (14.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SUN
Sunoco LP
 23,098 $1,559,115
2 PSX
Phillips 66
This page 		1,797 $303,782
3 DKL
Delek Logistics Partners, LP
 4,639 $239,094

All Filings in PSX

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23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $303,782 1,797
2026-03-31 $453,992 2,492
2025-12-31 $334,471 2,592
2025-09-30 $352,563 2,592
2025-06-30 $322,587 2,704
2025-03-31 $333,889 2,704
2024-12-31 $308,066 2,704
2024-09-30 $368,585 2,804
2024-06-30 $404,875 2,868
2024-03-31 $468,459 2,868
2023-12-31 $371,460 2,790
2023-09-30 $515,443 4,290
2023-06-30 $384,858 4,035
2023-03-31 $419,003 4,133
2022-12-31 $430,162 4,133
2022-09-30 $382,047 4,733
2022-06-30 $436,760 5,327
2022-03-31 $529,052 6,124
2021-12-31 $157,817 2,178
2021-09-30 $152,525 2,178
2021-06-30 $219,098 2,553
2021-03-31 $208,171 2,553
2020-12-31 $178,556 2,553