Position in PSX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$11,793,604
-$916,730 QoQ
Shares Held
69,764
-0.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#272
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, 2026Visionary Wealth Advisors holds $12,122,395 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (97.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
69,764 | $11,793,604 | |
| 2 | MPC |
Marathon Petroleum Corp
|
1,286 | $328,791 |
All Filings in PSX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,793,604 | 69,764 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $12,710,334 | 69,768 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $9,450,631 | 73,238 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $10,012,432 | 73,610 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $9,126,092 | 76,497 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,901,920 | 72,092 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $7,783,925 | 68,322 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,874,978 | 67,516 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $8,591,182 | 60,857 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $9,680,345 | 59,265 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $9,261,484 | 69,562 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,408,577 | 69,984 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,978,000 | 73,160 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $7,520,672 | 74,183 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $7,872,611 | 75,640 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,921,457 | 73,358 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,695,435 | 69,465 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $5,517,729 | 63,870 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $4,136,379 | 57,085 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,798,987 | 54,248 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,614,592 | 30,466 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,469,683 | 30,288 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $2,216,468 | 31,691 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,540,062 | 29,708 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,922,821 | 26,743 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,314,264 | 24,497 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||