LBMC INVESTMENT ADVISORS, LLC

Position in PSX — Phillips 66

CIK 1536924 BRENTWOOD, TN

Position in PSX

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$311,052

-$151,503 QoQ

Shares Held

1,840

-27.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,460

of 2,096 holders

Holding Since

Jun 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

LBMC INVESTMENT ADVISORS, LLC holds $311,052 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	1,840	$311,052

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$311,052	1,840	-27.5%	Shares	Sole	2026-08-10
2026-03-31	$462,555	2,539	+2.6%	Shares	Sole	2026-05-14
2025-12-31	$319,244	2,474	+0.0%	Shares	Sole	2026-02-12
2025-09-30	$336,377	2,473	-0.6%	Shares	Sole	2025-10-07
2025-06-30	$296,937	2,489	+0.0%	Shares	Sole	2025-07-09
2025-03-31	$307,218	2,488	+4.3%	Shares	Sole	2025-04-09
2024-12-31	$271,723	2,385	+0.0%	Shares	Sole	2025-01-16
2024-09-30	$313,376	2,384	+0.0%	Shares	Sole	2024-10-08
2024-06-30	$336,408	2,383	+0.0%	Shares	Sole	2024-07-11
2024-03-31	$389,075	2,382	-13.7%	Shares	Sole	2024-04-12
2023-12-31	$367,333	2,759	+0.0%	Shares	Sole	2024-01-16
2023-09-30	$331,373	2,758	+0.0%	Shares	Sole	2023-10-05
2023-06-30	$262,962	2,757	+0.0%	Shares	Sole	2023-07-17
2023-03-31	$279,403	2,756	+0.0%	Shares	Sole	2023-04-10
2022-12-31	$286,740	2,755	+0.0%	Shares	Sole	2023-01-10
2022-09-30	$222,302	2,754	+0.0%	Shares	Sole	2022-10-07
2022-06-30	$225,718	2,753	+0.0%	Shares	Sole	2022-07-07
2022-03-31	$237,745	2,752	+0.1%	Shares	Sole	2022-04-11
2021-06-30	$235,919	2,749	—	Shares	Sole	2021-08-02
No filing history on record for this holder in this stock.