Position in PSX
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$26,033
-$1,840 QoQ
Shares Held
154
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,947
of 2,097 holders
Holding Since
Dec 2023
11 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, 2026BURKETT FINANCIAL SERVICES, LLC holds $188,547 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (13.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
624 | $162,514 | |
| 2 | PSX |
Phillips 66
This page
|
154 | $26,033 |
All Filings in PSX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,033 | 154 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $27,873 | 153 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $19,614 | 152 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $20,539 | 151 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $17,895 | 150 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $18,275 | 148 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $16,747 | 147 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $19,191 | 146 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $16,940 | 120 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $19,437 | 119 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $15,710 | 118 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||