Position in PSX
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$240,558
-$18,684 QoQ
Shares Held
1,423
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,605
of 2,093 holders
Holding Since
Mar 2020
16 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, 2026CWS Financial Advisors, LLC holds $240,558 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
|
1,423 | $240,558 |
All Filings in PSX
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,558 | 1,423 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $259,242 | 1,423 | Shares | Sole | 2026-04-27 | |
| 2025-09-30 | $220,760 | 1,623 | Shares | Sole | 2025-11-04 | |
| 2024-09-30 | $208,085 | 1,583 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $223,472 | 1,583 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $315,808 | 2,372 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $284,995 | 2,372 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $226,241 | 2,372 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $235,404 | 2,322 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $267,069 | 2,566 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $232,070 | 2,875 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $235,721 | 2,875 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $239,559 | 2,773 | Shares | Sole | 2022-05-03 | |
| 2021-06-30 | $220,214 | 2,566 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $209,231 | 2,566 | Shares | Sole | 2021-05-13 | |
| 2020-03-31 | $118,190 | 2,203 | Shares | Sole | 2020-04-02 | |
| No filing history on record for this holder in this stock. | ||||||