Position in PSX
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,204,819
-$227,115 QoQ
Shares Held
7,127
-9.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.84%
of 13F equity value
Holder Rank
#816
of 2,096 holders
Holding Since
Dec 2020
23 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, 2026Barry Investment Advisors, LLC holds $1,204,819 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
|
7,127 | $1,204,819 |
All Filings in PSX
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,204,819 | 7,127 | Shares | Other | 2026-07-09 | |
| 2026-03-31 | $1,431,934 | 7,860 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $1,045,094 | 8,099 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $1,097,953 | 8,072 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $975,158 | 8,174 | Shares | Other | 2025-07-17 | |
| 2025-03-31 | $1,010,313 | 8,182 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $965,442 | 8,474 | Shares | Other | 2025-01-23 | |
| 2024-09-30 | $1,176,083 | 8,947 | Shares | Other | 2024-10-25 | |
| 2024-06-30 | $1,387,701 | 9,830 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,723,237 | 10,550 | Shares | Other | 2024-04-18 | |
| 2023-12-31 | $1,398,635 | 10,505 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $1,300,263 | 10,822 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $1,049,752 | 11,006 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $1,149,446 | 11,338 | Shares | Other | 2023-04-28 | |
| 2022-12-31 | $1,187,448 | 11,409 | Shares | Other | 2023-01-26 | |
| 2022-09-30 | $969,043 | 12,005 | Shares | Other | 2022-10-24 | |
| 2022-06-30 | $1,061,278 | 12,944 | Shares | Other | 2022-07-27 | |
| 2022-03-31 | $1,125,229 | 13,025 | Shares | Other | 2022-05-10 | |
| 2021-12-31 | $892,199 | 12,313 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $865,780 | 12,363 | Shares | Other | 2021-10-29 | |
| 2021-06-30 | $1,059,018 | 12,340 | Shares | Other | 2021-07-29 | |
| 2021-03-31 | $1,041,836 | 12,777 | Shares | Other | 2021-04-19 | |
| 2020-12-31 | $963,913 | 13,782 | Shares | Other | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||