Position in PSX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$231,091
-$169,340 QoQ
Shares Held
1,367
-37.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,634
of 2,097 holders
Holding Since
Mar 2024
6 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, 2026Summit Financial Wealth Advisors, LLC holds $16,820,337 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
63,697 | $16,589,246 | |
| 2 | PSX |
Phillips 66
This page
|
1,367 | $231,091 |
All Filings in PSX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,091 | 1,367 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $400,431 | 2,198 | Shares | Sole | 2026-05-26 | |
| 2025-12-31 | $281,436 | 2,181 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $277,072 | 2,037 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $225,596 | 1,891 | Shares | Sole | 2025-09-29 | |
| 2024-03-31 | $214,302 | 1,312 | Shares | Sole | 2024-05-02 | |
| No filing history on record for this holder in this stock. | ||||||