Teamwork Financial Advisors, LLC

Position in PSX — Phillips 66

CIK 1629931 San Antonio, TX

Position in PSX

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$494,640

-$37,689 QoQ

Shares Held

2,926

+0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,186

of 2,093 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Teamwork Financial Advisors, LLC holds $5,298,455 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	VLO	Valero Energy Corp/Tx	18,445	$4,803,815
2	PSX	Phillips 66 This page	2,926	$494,640

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$494,640	2,926	+0.1%	Shares	Sole	2026-07-08
2026-03-31	$532,329	2,922	-0.1%	Shares	Sole	2026-04-09
2025-12-31	$377,442	2,925	+49.8%	Shares	Sole	2026-01-09
2025-09-30	$265,511	1,952	-12.0%	Shares	Sole	2025-10-08
2025-06-30	$264,726	2,219	-9.7%	Shares	Sole	2025-07-07
2025-03-31	$303,390	2,457	-33.9%	Shares	Sole	2025-04-10
2024-12-31	$423,705	3,719	-11.0%	Shares	Sole	2025-01-17
2024-09-30	$549,066	4,177	-78.9%	Shares	Sole	2024-10-16
2024-06-30	$2,795,589	19,803	+22.2%	Shares	Sole	2024-08-06
2024-03-31	$2,646,598	16,203	+129.6%	Shares	Sole	2024-04-19
2023-12-31	$939,435	7,056	-51.9%	Shares	Sole	2024-01-19
2023-09-30	$1,762,240	14,667	+2.0%	Shares	Sole	2023-10-31
2023-06-30	$1,370,992	14,374	+2.3%	Shares	Sole	2023-07-17
2023-03-31	$1,424,186	14,048	+10.9%	Shares	Sole	2023-04-06
2022-12-31	$1,317,860	12,662	+45.6%	Shares	Sole	2023-01-17
2022-09-30	$701,779	8,694	-60.6%	Shares	Sole	2022-10-12
2022-06-30	$1,808,207	22,054	-46.6%	Shares	Sole	2022-07-22
2022-03-31	$3,565,401	41,271	+175.4%	Shares	Sole	2022-04-18
2021-12-31	$1,085,958	14,987	—	Shares	Sole	2022-01-31
No filing history on record for this holder in this stock.