Position in PSX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$883,455
-$63,698 QoQ
Shares Held
5,226
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#930
of 2,093 holders
Holding Since
Jun 2023
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, 2026CFS Investment Advisory Services, LLC holds $1,205,358 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (73.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
5,226 | $883,455 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
1,236 | $321,903 |
All Filings in PSX
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $883,455 | 5,226 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $947,153 | 5,199 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $675,653 | 5,236 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $698,462 | 5,135 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $586,120 | 4,913 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $585,295 | 4,740 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $556,548 | 4,885 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $643,447 | 4,895 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,301,868 | 9,222 | Shares | Sole | 2024-08-13 | |
| 2023-06-30 | $361,013 | 3,785 | Shares | Sole | 2023-07-21 | |
| No filing history on record for this holder in this stock. | ||||||