Position in PSX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$544,679
+$165,560 QoQ
Shares Held
3,222
+9.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,144
of 2,093 holders
Holding Since
Jun 2020
21 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026IFG Advisory, LLC holds $5,040,131 across 8 Oil & Gas Refining & Marketing names. PSX ranks #4 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DKL |
Delek Logistics Partners, LP
|
36,364 | $1,874,200 | |
| 2 | SUN |
Sunoco LP
|
13,846 | $934,605 | |
| 3 | MPC |
Marathon Petroleum Corp
|
3,499 | $894,589 | |
| 4 | PSX |
Phillips 66
This page
|
3,222 | $544,679 | |
| 5 | CAPL |
CrossAmerica Partners LP
|
19,230 | $431,136 | |
| 6 | VLO |
Valero Energy Corp/Tx
|
1,330 | $346,385 | |
| 7 | DINO |
HF Sinclair Corp
|
194 | $13,512 | |
| 8 | CLNE |
Clean Energy Fuels Corp.
|
500 | $1,025 |
All Filings in PSX
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $544,679 | 3,222 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $379,119 | 2,938 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $399,354 | 2,936 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $328,552 | 2,754 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $345,744 | 2,800 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $323,789 | 2,842 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $389,064 | 2,756 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $431,107 | 3,238 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $455,008 | 3,787 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $254,565 | 2,511 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $277,165 | 2,663 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $221,576 | 2,745 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $240,476 | 2,933 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $298,995 | 3,461 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $268,391 | 3,704 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $253,648 | 3,622 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $285,608 | 3,328 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $341,244 | 4,185 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $244,230 | 3,492 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $281,802 | 5,436 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $273,004 | 3,797 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||