Position in PSX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$256,786
-$18,123 QoQ
Shares Held
1,519
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,574
of 2,093 holders
Holding Since
Sep 2021
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026CAHILL FINANCIAL ADVISORS INC holds $473,849 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (54.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
1,519 | $256,786 | |
| 2 | MPC |
Marathon Petroleum Corp
|
849 | $217,063 |
All Filings in PSX
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,786 | 1,519 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $274,909 | 1,509 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $205,662 | 1,512 | Shares | Sole | 2025-11-03 | |
| 2024-09-30 | $227,934 | 1,734 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $227,001 | 1,608 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $279,801 | 1,713 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $202,106 | 1,518 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $200,290 | 1,667 | Shares | Sole | 2023-11-14 | |
| 2021-09-30 | $96,851 | 1,383 | Shares | Sole | 2021-11-16 | |
| No filing history on record for this holder in this stock. | ||||||