Position in PSX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$645,601
+$219,665 QoQ
Shares Held
3,819
+63.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,068
of 2,096 holders
Holding Since
Sep 2023
12 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, 2026HBW ADVISORY SERVICES LLC holds $2,259,261 across 4 Oil & Gas Refining & Marketing names. PSX ranks #2 (28.6% of the industry book) .
All Filings in PSX
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $645,601 | 3,819 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $425,936 | 2,338 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $282,081 | 2,186 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $293,939 | 2,161 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $254,944 | 2,137 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $259,308 | 2,100 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $247,569 | 2,173 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $283,669 | 2,158 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $304,221 | 2,155 | Shares | Sole | 2024-07-05 | |
| 2024-03-31 | $297 | 2,231 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $297,035 | 2,231 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $274,903 | 2,288 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||