Skip to main content

Providence Capital Advisors, LLC

Position in PSX — Phillips 66

CIK 1730814 CHARLOTTE, NC

Position in PSX

as of Mar 31, 2026 · filed May 14, 2026
Position Value
$8,471,370
+$4,748,287 QoQ
Shares Held
46,500
+2.4% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
1.59%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
11 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, 2026

Providence Capital Advisors, LLC holds $8,948 across 1 Oil & Gas Refining & Marketing name.

# Ticker Company Shares Value (USD) Open

All Filings in PSX

Export CSV
11 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $8,471,370 46,500
2022-06-30 $3,723,083 45,409
2022-03-31 $3,709,154 42,935
2021-12-31 $3,852,190 53,163
2021-09-30 $3,562,566 50,872
2021-06-30 $4,144,934 48,298
2021-03-31 $3,843,061 47,131
2020-12-31 $3,157,651 45,148
2020-09-30 $2,165,304 41,769
2020-06-30 $2,151,895 29,929
2020-03-31 $1,600,755 29,837