Position in PSX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$699,190
-$54,306 QoQ
Shares Held
4,136
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,020
of 2,091 holders
Holding Since
Dec 2023
11 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, 2026SAM Advisors, LLC holds $699,190 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
|
4,136 | $699,190 |
All Filings in PSX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $699,190 | 4,136 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $753,496 | 4,136 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $533,709 | 4,136 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $562,578 | 4,136 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $493,424 | 4,136 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $510,713 | 4,136 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $471,214 | 4,136 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $543,677 | 4,136 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $583,879 | 4,136 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $675,574 | 4,136 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $550,667 | 4,136 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||