Position in PSX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$50,545
-$3,926 QoQ
Shares Held
299
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,881
of 2,097 holders
Holding Since
Mar 2020
26 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, 2026SRH ADVISORS, LLC holds $50,545 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
|
299 | $50,545 |
All Filings in PSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,545 | 299 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $54,471 | 299 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $38,582 | 299 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $40,669 | 299 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $35,670 | 299 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $36,920 | 299 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $34,065 | 299 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $39,303 | 299 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $42,209 | 299 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $55,208 | 338 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $39,808 | 299 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $35,924 | 299 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $28,518 | 299 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $30,312 | 299 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $31,119 | 299 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $24,135 | 299 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $24,515 | 299 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $25,830 | 299 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $30,723 | 424 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $29,692 | 424 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $23,514 | 274 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $22,341 | 274 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $19,163 | 274 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $20,684 | 399 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $35,806 | 498 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $48,767 | 909 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||