Position in PSX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$641,713
-$162,247 QoQ
Shares Held
3,796
-14.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,071
of 2,093 holders
Holding Since
Jun 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, 2026WP Advisors, LLC holds $7,381,639 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
25,879 | $6,739,926 | |
| 2 | PSX |
Phillips 66
This page
|
3,796 | $641,713 |
All Filings in PSX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $641,713 | 3,796 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $803,960 | 4,413 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $566,356 | 4,389 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $613,042 | 4,507 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $533,271 | 4,470 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $533,804 | 4,323 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $487,848 | 4,282 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $492,280 | 3,745 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $585,008 | 4,144 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $671,490 | 4,111 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $584,085 | 4,387 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $522,892 | 4,352 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $411,373 | 4,313 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $432,487 | 4,266 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $465,966 | 4,477 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $353,795 | 4,383 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $355,508 | 4,336 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $388,150 | 4,493 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $342,518 | 4,727 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $326,830 | 4,667 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $395,458 | 4,608 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $371,903 | 4,561 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $315,639 | 4,513 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $235,664 | 4,546 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $333,472 | 4,638 | Shares | Sole | 2020-08-07 | |
| No filing history on record for this holder in this stock. | ||||||