Position in PSX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$201,338
-$14,180 QoQ
Shares Held
1,191
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,731
of 2,097 holders
Holding Since
Dec 2020
3 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, 2026Safeguard Investment Advisory Group, LLC holds $201,338 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
|
1,191 | $201,338 |
All Filings in PSX
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,338 | 1,191 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $215,518 | 1,183 | Shares | Sole | 2026-05-14 | |
| 2020-12-31 | $38,047 | 544 | Shares | Sole | 2021-02-18 | |
| No filing history on record for this holder in this stock. | ||||||