Position in PSX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,093,853
-$281,956 QoQ
Shares Held
12,386
-5.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.99%
of 13F equity value
Holder Rank
#643
of 2,096 holders
Holding Since
Sep 2024
8 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, 2026CWC Advisors, LLC. holds $2,093,853 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
|
12,386 | $2,093,853 |
All Filings in PSX
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,093,853 | 12,386 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,375,809 | 13,041 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,699,198 | 13,168 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,816,003 | 13,351 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $1,583,230 | 13,271 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,659,447 | 13,439 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,110,019 | 9,743 | Shares | Sole | 2025-03-18 | |
| 2024-09-30 | $1,268,623 | 9,651 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||