Position in PSX
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$62,548
-$4,858 QoQ
Shares Held
370
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,857
of 2,093 holders
Holding Since
Mar 2024
4 quarters on record
Voting authority
Sole 73%
Shared 0%
None 27%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $8,371,886 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
31,905 | $8,309,338 | |
| 2 | PSX |
Phillips 66
This page
|
370 | $62,548 |
All Filings in PSX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,548 | 370 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $67,406 | 370 | Shares | Sole | 2026-04-14 | |
| 2024-06-30 | $227,142 | 1,609 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $306,915 | 1,879 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||