Position in PSX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$193,562
-$18,677 QoQ
Shares Held
1,145
-1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,735
of 2,093 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, 2026Capital Advisors, Ltd. LLC holds $449,427 across 7 Oil & Gas Refining & Marketing names. PSX ranks #2 (43.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
803 | $205,303 | |
| 2 | PSX |
Phillips 66
This page
|
1,145 | $193,562 | |
| 3 | DK |
Delek US Holdings, Inc.
|
536 | $27,234 | |
| 4 | PARR |
Par Pacific Holdings, Inc.
|
212 | $11,888 | |
| 5 | DINO |
HF Sinclair Corp
|
75 | $5,223 | |
| 6 | VLO |
Valero Energy Corp/Tx
|
17 | $4,427 | |
| 7 | CVI |
Cvr Energy Inc
|
65 | $1,790 |
All Filings in PSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $193,562 | 1,145 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $212,239 | 1,165 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $157,428 | 1,220 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $165,808 | 1,219 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $158,907 | 1,332 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $156,078 | 1,264 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $143,893 | 1,263 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $164,706 | 1,253 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $192,555 | 1,364 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $206,461 | 1,264 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $165,226 | 1,241 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $149,106 | 1,241 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $118,271 | 1,240 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $78,265 | 772 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $83 | 1,266 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $48,351 | 599 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $46,816 | 571 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $49,328 | 571 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $41,374 | 571 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $41,597 | 594 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $50,977 | 594 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $48,434 | 594 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $41,544 | 594 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $30,741 | 593 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $50,761 | 706 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $37,823 | 705 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||