Position in PSX
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$411,974
-$31,998 QoQ
Shares Held
2,437
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,282
of 2,093 holders
Holding Since
Dec 2024
7 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 Advantage, Inc. holds $411,974 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
|
2,437 | $411,974 |
All Filings in PSX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $411,974 | 2,437 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $443,972 | 2,437 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $328,019 | 2,542 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $345,626 | 2,541 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $332,608 | 2,788 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $343,644 | 2,783 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $317,067 | 2,783 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||