Position in PSX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$757,174
-$58,810 QoQ
Shares Held
4,479
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#985
of 2,091 holders
Holding Since
Mar 2020
23 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, 2026Wealth Advisory Solutions, LLC holds $757,174 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
|
4,479 | $757,174 |
All Filings in PSX
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $757,174 | 4,479 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $815,984 | 4,479 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $577,970 | 4,479 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $825,505 | 6,069 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $728,803 | 6,109 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $750,634 | 6,079 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $692,808 | 6,081 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $909,239 | 6,917 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $850,972 | 6,028 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $984,613 | 6,028 | Shares | Sole | 2024-04-23 | |
| 2023-09-30 | $733,515 | 6,105 | Shares | Sole | 2024-02-07 | |
| 2023-03-31 | $831,214 | 8,199 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,229,706 | 31,031 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,629,534 | 32,576 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $2,580,225 | 31,470 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $2,654,159 | 30,723 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $1,538,208 | 21,965 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $1,793,037 | 20,893 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,000 | 21,123 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $478,879 | 6,847 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $346,861 | 6,691 | Shares | Sole | 2020-12-29 | |
| 2020-06-30 | $764,872 | 10,638 | Shares | Sole | 2020-12-23 | |
| 2020-03-31 | $567,080 | 10,570 | Shares | Sole | 2020-12-18 | |
| No filing history on record for this holder in this stock. | ||||||