Position in PSX
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$282,820
-$21,967 QoQ
Shares Held
1,673
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,514
of 2,091 holders
Holding Since
Mar 2020
10 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, 2026Asset Advisors Investment Management, LLC holds $282,820 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
|
1,673 | $282,820 |
All Filings in PSX
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $282,820 | 1,673 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $304,787 | 1,673 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $215,883 | 1,673 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $227,561 | 1,673 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $220,466 | 1,848 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $228,191 | 1,848 | Shares | Sole | 2025-05-02 | |
| 2024-09-30 | $230,037 | 1,750 | Shares | Sole | 2024-11-26 | |
| 2024-06-30 | $293,915 | 2,082 | Shares | Sole | 2024-08-14 | |
| 2020-06-30 | $1,809,004 | 25,160 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $2,722,630 | 50,748 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||