Position in PSX
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$2,429,417
-$182,133 QoQ
Shares Held
14,371
+0.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#599
of 2,093 holders
Holding Since
Mar 2020
26 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, 2026YHB Investment Advisors, Inc. holds $2,429,417 across 1 Oil & Gas Refining & Marketing name. PSX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
14,371 | $2,429,417 |
All Filings in PSX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,429,417 | 14,371 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $2,611,550 | 14,335 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,830,174 | 14,183 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,899,927 | 13,968 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,607,209 | 13,472 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,625,614 | 13,165 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,468,785 | 12,892 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,730,407 | 13,164 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,926,970 | 13,650 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $2,172,258 | 13,299 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $1,706,055 | 12,814 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,528,668 | 12,723 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $1,239,081 | 12,991 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,290,161 | 12,726 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,322,648 | 12,708 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $1,021,834 | 12,659 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $968,629 | 11,814 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $893,618 | 10,344 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $760,540 | 10,496 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $695,888 | 9,937 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $785,596 | 9,154 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $702,385 | 8,614 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $643,727 | 9,204 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $480,504 | 9,269 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $714,614 | 9,939 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $328,016 | 6,114 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||