Capital Asset Advisory Services LLC

Position in PSX — Phillips 66

CIK 1666024 Williamston, MI

Position in PSX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$203,198

-$30,720 QoQ

Shares Held

1,202

-27.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,715

of 2,091 holders

Holding Since

Mar 2020

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Capital Asset Advisory Services LLC holds $1,353,839 across 4 Oil & Gas Refining & Marketing names. PSX ranks #4 (15.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	2,508	$641,220
2	VLO	Valero Energy Corp/Tx	1,156	$301,068
3	CSAN	Cosan S.A.	72,345	$208,353
4	PSX	Phillips 66 This page	1,202	$203,198

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$203,198	1,202	-27.5%	Shares	Sole	2026-08-14
2024-06-30	$233,918	1,657	+4.5%	Shares	Sole	2024-07-24
2024-03-31	$259,057	1,586	-75.9%	Shares	Sole	2024-04-16
2021-06-30	$564,009	6,572	+9.3%	Shares	Sole	2021-08-06
2021-03-31	$490,218	6,012	+14.0%	Shares	Sole	2021-05-13
2020-12-31	$368,793	5,273	+32.3%	Shares	Sole	2021-03-02
2020-09-30	$206,634	3,986	-7.2%	Shares	Sole	2020-11-18
2020-06-30	$308,810	4,295	+5.0%	Shares	Sole	2020-08-14
2020-03-31	$219,374	4,089	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.