Position in PSX
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$220,441
-$14,753 QoQ
Shares Held
1,304
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,667
of 2,097 holders
Holding Since
Mar 2021
12 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, 2026Canvas Wealth Advisors, LLC holds $220,441 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
|
1,304 | $220,441 |
All Filings in PSX
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,441 | 1,304 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $235,194 | 1,291 | Shares | Sole | 2026-04-28 | |
| 2024-03-31 | $242,396 | 1,484 | Shares | Sole | 2024-04-23 | |
| 2023-06-30 | $186,181 | 1,952 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $222,224 | 2,192 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $283,930 | 2,728 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $205,513 | 2,546 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $208,746 | 2,546 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $234,721 | 2,717 | Shares | Sole | 2022-05-09 | |
| 2021-09-30 | $200,285 | 2,860 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $243,299 | 2,835 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $218,934 | 2,685 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||