Position in PSX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,259,084
-$5,549,893 QoQ
Shares Held
7,448
-80.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#800
of 2,093 holders
Holding Since
Dec 2020
13 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, 2026San Luis Wealth Advisors LLC holds $1,518,221 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (82.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
7,448 | $1,259,084 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
995 | $259,137 |
All Filings in PSX
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,259,084 | 7,448 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $6,808,977 | 37,375 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $5,295,672 | 41,039 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $5,319,470 | 39,108 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $5,088,025 | 42,649 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $605,792 | 4,906 | Shares | Sole | 2025-04-18 | |
| 2024-09-30 | $677,361 | 5,153 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $361,818 | 2,563 | Shares | Sole | 2024-07-12 | |
| 2023-06-30 | $428,828 | 4,496 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $456,919 | 4,507 | Shares | Sole | 2023-05-10 | |
| 2022-03-31 | $685,677 | 7,937 | Shares | Sole | 2022-05-10 | |
| 2021-09-30 | $1,074,190 | 15,339 | Shares | Sole | 2021-11-09 | |
| 2020-12-31 | $358,162 | 5,121 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||