Position in PSX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$370,050
-$71,554 QoQ
Shares Held
2,189
-9.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,347
of 2,097 holders
Holding Since
Mar 2020
26 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, 2026Sterling Investment Advisors, Ltd. holds $370,050 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
|
2,189 | $370,050 |
All Filings in PSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $370,050 | 2,189 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $441,604 | 2,424 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $312,792 | 2,424 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $297,747 | 2,189 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $261,147 | 2,189 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $321,048 | 2,600 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $269,330 | 2,364 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $310,747 | 2,364 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $309,585 | 2,193 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $358,204 | 2,193 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $291,976 | 2,193 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $257,481 | 2,143 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $204,399 | 2,143 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $217,257 | 2,143 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $231,369 | 2,223 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $199,620 | 2,473 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $188,413 | 2,298 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $136,323 | 1,578 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $96,226 | 1,328 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $92,999 | 1,328 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $113,968 | 1,328 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $112,769 | 1,383 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $89,033 | 1,273 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $65,992 | 1,273 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $91,528 | 1,273 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $57,566 | 1,073 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||