Position in PSX
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,003,649
-$23,846 QoQ
Shares Held
5,937
+5.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#883
of 2,093 holders
Holding Since
Jun 2021
15 quarters on record
Voting authority
Sole 37%
Shared 0%
None 63%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Soltis Investment Advisors LLC holds $2,006,533 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (50.0% of the industry book) .
All Filings in PSX
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,003,649 | 5,937 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,027,495 | 5,640 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $730,624 | 5,662 | Shares | Sole | 2026-04-02 | |
| 2025-09-30 | $369,566 | 2,717 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $298,250 | 2,500 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $282,769 | 2,290 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $393,742 | 3,456 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $414,987 | 3,157 | Shares | Sole | 2025-01-03 | |
| 2024-06-30 | $478,707 | 3,391 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $533,468 | 3,266 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $257,759 | 1,936 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $230,928 | 1,922 | Shares | Sole | 2023-11-08 | |
| 2022-06-30 | $204,811 | 2,498 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $208,891 | 2,418 | Shares | Sole | 2022-05-06 | |
| 2021-06-30 | $208,113 | 2,425 | Shares | Sole | 2021-08-04 | |
| No filing history on record for this holder in this stock. | ||||||