Position in PSX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$654,223
-$498,612 QoQ
Shares Held
3,870
-38.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,056
of 2,096 holders
Holding Since
Jun 2023
8 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026AFFINITY INVESTMENT ADVISORS, LLC holds $3,950,351 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (16.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
12,656 | $3,296,128 | |
| 2 | PSX |
Phillips 66
This page
|
3,870 | $654,223 |
All Filings in PSX
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $654,223 | 3,870 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,152,835 | 6,328 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $333,310 | 2,583 | Shares | Sole | 2026-02-12 | |
| 2024-06-30 | $677,333 | 4,798 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $961,745 | 5,888 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $363,205 | 2,728 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $374,147 | 3,114 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $382,473 | 4,010 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||