Position in PSX
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$392,196
-$37,748 QoQ
Shares Held
2,320
-1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,309
of 2,093 holders
Holding Since
Mar 2020
26 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, 2026Laurel Wealth Advisors LLC holds $392,196 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
|
2,320 | $392,196 |
All Filings in PSX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $392,196 | 2,320 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $429,944 | 2,360 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $306,470 | 2,375 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $325,223 | 2,391 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $285,246 | 2,391 | Shares | Sole | 2025-11-24 | |
| 2025-03-31 | $323,270 | 2,618 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $298,268 | 2,618 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $344,136 | 2,618 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $385,252 | 2,729 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $445,754 | 2,729 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $363,339 | 2,729 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $324,044 | 2,697 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $257,239 | 2,697 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $273,421 | 2,697 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $231,473 | 2,224 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $182,911 | 2,266 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $185,789 | 2,266 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $165,955 | 1,921 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $139,195 | 1,921 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $134,527 | 1,921 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $169,322 | 1,973 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $156,638 | 1,921 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $133,375 | 1,907 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $106,634 | 2,057 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $151,493 | 2,107 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $113,040 | 2,107 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||