Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Position in PSX — Phillips 66
CIK 1748861
CONCORD, MA
Position in PSX
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$208,607
-$23,308 QoQ
Shares Held
1,234
-3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,702
of 2,097 holders
Holding Since
Dec 2022
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, 2026Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors holds $430,241 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (48.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
851 | $221,634 | |
| 2 | PSX |
Phillips 66
This page
|
1,234 | $208,607 |
All Filings in PSX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,607 | 1,234 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $231,915 | 1,273 | Shares | Sole | 2026-05-05 | |
| 2025-09-30 | $463,556 | 3,408 | Shares | Sole | 2025-10-24 | |
| 2024-03-31 | $227,205 | 1,391 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $200,242 | 1,504 | Shares | Sole | 2024-01-30 | |
| 2022-12-31 | $254,163 | 2,442 | Shares | Sole | 2023-02-01 | |
| No filing history on record for this holder in this stock. | ||||||