Position in PSX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$356,357
-$5,088 QoQ
Shares Held
2,108
+6.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,369
of 2,096 holders
Holding Since
Sep 2023
6 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, 2026Financial Engines Advisors L.L.C. holds $936,294 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (38.1% of the industry book) .
All Filings in PSX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $356,357 | 2,108 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $361,445 | 1,984 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $295,501 | 2,290 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $313,798 | 2,307 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $244,684 | 2,051 | Shares | Sole | 2025-08-14 | |
| 2023-09-30 | $2,400,957 | 19,983 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||