KELLEHER FINANCIAL ADVISORS

Position in PSX — Phillips 66

CIK 1507971 NEW YORK, NY

Position in PSX

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$28,907

+$10,326 QoQ

Shares Held

171

+18.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,931

of 2,091 holders

Holding Since

Sep 2025

3 quarters on record

Energy · as of Jun 30, 2026

KELLEHER FINANCIAL ADVISORS holds $79,136 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (36.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	132	$34,378
2	PSX	Phillips 66 This page	171	$28,907
3	MPC	Marathon Petroleum Corp	62	$15,851

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$28,907	171	+18.8%	Shares	Sole	2026-08-06
2025-12-31	$18,581	144	0.0%	Shares	Sole	2026-01-20
2025-09-30	$19,586	144	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.