Position in PSX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$261,520
-$20,312 QoQ
Shares Held
1,547
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#1,570
of 2,096 holders
Holding Since
Mar 2025
5 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, 2026Arbor Investment Advisors, LLC holds $261,520 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
|
1,547 | $261,520 |
All Filings in PSX
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261,520 | 1,547 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $281,832 | 1,547 | Shares | Sole | 2026-04-28 | |
| 2025-09-30 | $210,422 | 1,547 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $219,631 | 1,841 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $226,091 | 1,831 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||