Position in PSX
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$267,268
New position
Shares Held
1,581
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,556
of 2,096 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Octavia Wealth Advisors, LLC holds $267,268 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
|
1,581 | $267,268 |
All Filings in PSX
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $267,268 | 1,581 | Shares | Sole | 2026-07-14 | |
| No filing history on record for this holder in this stock. | ||||||