E&G Advisors, LP

Position in PSX — Phillips 66

CIK 1598550 HOUSTON, TX

Position in PSX

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$441,220

-$37,913 QoQ

Shares Held

2,610

-0.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,242

of 2,096 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

E&G Advisors, LP holds $2,223,397 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (19.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	5,018	$1,306,887
2	MPC	Marathon Petroleum Corp	1,859	$475,290
3	PSX	Phillips 66 This page	2,610	$441,220

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$441,220	2,610	-0.8%	Shares	Sole	2026-07-23
2026-03-31	$479,133	2,630	+0.4%	Shares	Sole	2026-04-21
2025-12-31	$338,084	2,620	-3.7%	Shares	Sole	2026-01-23
2025-09-30	$369,974	2,720	0.0%	Shares	Sole	2025-10-21
2025-06-30	$324,496	2,720	-8.6%	Shares	Sole	2025-07-14
2025-03-31	$367,353	2,975	-1.4%	Shares	Sole	2025-04-23
2024-12-31	$343,726	3,017	0.0%	Shares	Sole	2025-01-24
2024-09-30	$396,584	3,017	-1.8%	Shares	Sole	2024-10-18
2024-06-30	$433,674	3,072	-1.6%	Shares	Sole	2024-07-18
2024-03-31	$509,947	3,122	+13.4%	Shares	Sole	2024-04-19
2023-12-31	$366,401	2,752	0.0%	Shares	Sole	2024-01-25
2023-09-30	$330,652	2,752	-12.7%	Shares	Sole	2023-10-25
2023-06-30	$300,637	3,152	0.0%	Shares	Sole	2023-07-21
2023-03-31	$319,549	3,152	0.0%	Shares	Sole	2023-07-20
2022-12-31	$328,060	3,152	+3.3%	Shares	Sole	2023-01-13
2022-09-30	$246,357	3,052	0.0%	Shares	Sole	2022-10-11
2022-06-30	$250,233	3,052	-8.9%	Shares	Sole	2022-07-06
2022-03-31	$289,579	3,352	0.0%	Shares	Sole	2022-04-12
2021-12-31	$242,885	3,352	0.0%	Shares	Sole	2022-01-13
2021-09-30	$234,740	3,352	—	Shares	Sole	2021-10-20
2021-06-30	$253,000	0	—	Shares	Sole	2021-07-12
No filing history on record for this holder in this stock.