Position in PSX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,537,847
-$104,870 QoQ
Shares Held
9,097
+0.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#729
of 2,093 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Capital Advisors Wealth Management, LLC holds $2,745,758 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (56.0% of the industry book) .
All Filings in PSX
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,537,847 | 9,097 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,642,717 | 9,017 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,112,582 | 8,622 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,148,552 | 8,444 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $992,576 | 8,320 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,152,068 | 9,330 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,017,964 | 8,935 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,097,081 | 8,346 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,158,299 | 8,205 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,318,970 | 8,075 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,080,963 | 8,119 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $989,915 | 8,239 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $910,306 | 9,544 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $742,811 | 7,327 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $739,176 | 7,102 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $306,655 | 3,799 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||