Position in PSX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$323,054
+$10,798 QoQ
Shares Held
1,911
+11.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,430
of 2,093 holders
Holding Since
Mar 2025
6 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, 2026Financial Advisors Network, Inc. holds $1,021,814 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (31.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
2,683 | $698,760 | |
| 2 | PSX |
Phillips 66
This page
|
1,911 | $323,054 |
All Filings in PSX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $323,054 | 1,911 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $312,256 | 1,714 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $255,757 | 1,982 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $256,669 | 1,887 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $212,711 | 1,783 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $226,091 | 1,831 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||