Position in PSX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,187,238
-$91,483 QoQ
Shares Held
7,023
+0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#821
of 2,096 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, 2026Strategic Advisors LLC holds $1,187,238 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
|
7,023 | $1,187,238 |
All Filings in PSX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,187,238 | 7,023 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,278,721 | 7,019 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $905,086 | 7,014 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $953,364 | 7,009 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $835,696 | 7,005 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $979,072 | 7,929 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $919,642 | 8,072 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,031,751 | 7,849 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $1,181,592 | 8,370 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $1,521,675 | 9,316 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $1,268,691 | 9,529 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $1,130,491 | 9,409 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,016,369 | 10,656 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,125,419 | 11,101 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,196,503 | 11,496 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $1,008,354 | 12,492 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,051,111 | 12,820 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,237,536 | 14,325 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,048,930 | 14,476 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,081,193 | 15,439 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $1,333,213 | 15,535 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,236,635 | 15,166 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $1,097,288 | 15,689 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,092,268 | 21,070 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $2,216,389 | 30,826 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,365,607 | 25,454 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||