Position in PSX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$538,762
+$120,028 QoQ
Shares Held
3,187
-1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,148
of 2,093 holders
Holding Since
Mar 2020
24 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, 2026Faithward Advisors, LLC holds $538,762 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
|
3,187 | $538,762 |
All Filings in PSX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $538,762 | 3,187 | Shares | Sole | 2026-08-12 | |
| 2025-12-31 | $418,734 | 3,245 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $441,928 | 3,249 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $388,202 | 3,254 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $406,002 | 3,288 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $374,487 | 3,287 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $464,018 | 3,530 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $482,660 | 3,419 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $568,749 | 3,482 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $406,608 | 3,054 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $410,191 | 3,414 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $401,644 | 4,211 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $715,133 | 7,054 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $294,858 | 2,833 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $205,836 | 2,550 | Shares | Sole | 2022-11-18 | |
| 2022-06-30 | $462,505 | 5,641 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $487,325 | 5,641 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $400,341 | 5,525 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $330,681 | 4,722 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $421,891 | 4,916 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $400,931 | 4,917 | Shares | Other | 2021-05-13 | |
| 2020-09-30 | $267,131 | 5,153 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $272,572 | 3,791 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $323,670 | 6,033 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||