Position in PSX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$273,522
-$13,593 QoQ
Shares Held
1,618
+2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,536
of 2,093 holders
Holding Since
Dec 2023
7 quarters on record
Voting authority
Sole 65%
Shared 0%
None 35%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026CRA Financial Services, LLC holds $739,608 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (37.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
1,823 | $466,086 | |
| 2 | PSX |
Phillips 66
This page
|
1,618 | $273,522 |
All Filings in PSX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $273,522 | 1,618 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $287,115 | 1,576 | Shares | Sole | 2026-04-09 | |
| 2025-09-30 | $204,438 | 1,503 | Shares | Sole | 2025-10-16 | |
| 2024-09-30 | $211,371 | 1,608 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $227,001 | 1,608 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $262,650 | 1,608 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $223,009 | 1,675 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||