Position in PSX
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$570,374
-$29,544 QoQ
Shares Held
3,374
+2.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,118
of 2,093 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026HCR Wealth Advisors holds $570,374 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
|
3,374 | $570,374 |
All Filings in PSX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $570,374 | 3,374 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $599,918 | 3,293 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $454,220 | 3,520 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $473,213 | 3,479 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $311,134 | 2,608 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $334,383 | 2,708 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $296,673 | 2,604 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $342,295 | 2,604 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $371,418 | 2,631 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $425,337 | 2,604 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $351,489 | 2,640 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $308,304 | 2,566 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $252,375 | 2,646 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $268,048 | 2,644 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $275,187 | 2,644 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $247,891 | 3,071 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $228,834 | 2,791 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $240,077 | 2,779 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $202,308 | 2,792 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $200,986 | 2,870 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $246,475 | 2,872 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $234,182 | 2,872 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $211,568 | 3,025 | Shares | Sole | 2021-02-04 | |
| 2020-06-30 | $218,072 | 3,033 | Shares | Sole | 2020-07-30 | |
| No filing history on record for this holder in this stock. | ||||||