Position in PSX
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$32,723,346
-$5,191,226 QoQ
Shares Held
193,572
-7.0% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
11.72%
of 13F equity value
Holder Rank
#140
of 2,093 holders
Holding Since
Mar 2020
26 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, 2026Advisory Resource Group holds $41,749,415 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (78.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
193,572 | $32,723,346 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
34,657 | $9,026,069 |
All Filings in PSX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,723,346 | 193,572 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $37,914,572 | 208,116 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $30,748,554 | 238,287 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $32,576,517 | 239,498 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $30,886,412 | 258,897 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $31,651,257 | 256,327 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $27,346,276 | 240,027 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $31,748,724 | 241,527 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $32,694,548 | 231,597 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $37,999,744 | 232,642 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $34,196,210 | 256,844 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $33,073,570 | 275,269 | Shares | Sole | 2023-12-05 | |
| 2023-06-30 | $31,822,010 | 333,634 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $32,512,667 | 320,701 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $33,391,674 | 320,827 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $26,220,600 | 324,834 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $26,386,431 | 321,825 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $30,764,342 | 356,110 | Shares | Sole | 2022-04-06 | |
| 2021-12-31 | $25,659,172 | 354,115 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $24,494,042 | 349,765 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $27,231,115 | 317,305 | Shares | Sole | 2021-08-19 | |
| 2021-03-31 | $25,827,224 | 316,743 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $20,482,698 | 292,861 | Shares | Sole | 2021-02-23 | |
| 2020-09-30 | $15,246,351 | 294,104 | Shares | Sole | 2020-12-09 | |
| 2020-06-30 | $21,155,999 | 294,242 | Shares | Sole | 2020-08-19 | |
| 2020-03-31 | $17,009,035 | 317,037 | Shares | Sole | 2020-05-27 | |
| No filing history on record for this holder in this stock. | ||||||