Position in PSX
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$96,696
-$5,871 QoQ
Shares Held
572
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#704
of 857 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, 2026JFS WEALTH ADVISORS, LLC holds $708,935 across 10 Oil & Gas Refining & Marketing names. PSX ranks #3 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
1,618 | $421,391 | |
| 2 | MPC |
Marathon Petroleum Corp
|
673 | $172,065 | |
| 3 | PSX |
Phillips 66
This page
|
572 | $96,696 | |
| 4 | DINO |
HF Sinclair Corp
|
166 | $11,561 | |
| 5 | PBF |
PBF Energy Inc.
|
99 | $4,506 | |
| 6 | UGP |
Ultrapar Holdings Inc
|
253 | $1,270 | |
| 7 | CSAN |
Cosan S.A.
|
200 | $576 | |
| 8 | WKC |
World Kinect Corp
|
13 | $428 |
All Filings in PSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $96,696 | 572 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $102,567 | 563 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $75,617 | 586 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $67,601 | 497 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $59,172 | 496 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $65,320 | 529 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $59,927 | 526 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $71,903 | 547 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $97,407 | 690 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $126,261 | 773 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $109,307 | 821 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $93,837 | 781 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $68,578 | 719 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $72,689 | 717 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $75,458 | 725 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $45,929 | 569 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $54,113 | 660 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $49,415 | 572 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $35,867 | 495 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $31,163 | 445 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $21,025 | 245 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $19,977 | 245 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $23,290 | 333 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $18,869 | 364 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $26,171 | 364 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $19,528 | 364 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||