Position in PSX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$280,453
-$21,783 QoQ
Shares Held
1,659
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.54%
of 13F equity value
Holder Rank
#1,523
of 2,096 holders
Holding Since
Dec 2022
10 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, 2026WEBSTERROGERS FINANCIAL ADVISORS, LLC holds $280,453 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
|
1,659 | $280,453 |
All Filings in PSX
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280,453 | 1,659 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $302,236 | 1,659 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $214,077 | 1,659 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $225,657 | 1,659 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $201,259 | 1,687 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $208,310 | 1,687 | Shares | Sole | 2025-04-09 | |
| 2023-12-31 | $308,618 | 2,318 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $248,470 | 2,068 | Shares | Sole | 2023-11-01 | |
| 2023-03-31 | $208,133 | 2,053 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $213,676 | 2,053 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||