Position in PSX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$632,754
-$44,955 QoQ
Shares Held
3,743
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,076
of 2,093 holders
Holding Since
Mar 2020
25 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 Investment Advisory Services, LLC holds $915,070 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (69.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
3,743 | $632,754 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
1,084 | $282,316 |
All Filings in PSX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $632,754 | 3,743 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $677,709 | 3,720 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $454,349 | 3,521 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $491,984 | 3,617 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $436,399 | 3,658 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $461,197 | 3,735 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $373,462 | 3,278 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $427,081 | 3,249 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $465,155 | 3,295 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $512,560 | 3,138 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $424,583 | 3,189 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $382,797 | 3,186 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $302,545 | 3,172 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $340,231 | 3,356 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $399,667 | 3,840 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $259,999 | 3,221 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $299,591 | 3,654 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $329,145 | 3,810 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $200,931 | 2,773 | Shares | Sole | 2022-02-01 | |
| 2021-06-30 | $287,754 | 3,353 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $287,183 | 3,522 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $262,624 | 3,755 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $217,209 | 4,190 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $289,469 | 4,026 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $214,224 | 3,993 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||