Position in PSX
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$221,793
-$11,867 QoQ
Shares Held
1,312
-25.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,659
of 2,093 holders
Holding Since
Sep 2023
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Fermata Advisors, LLC holds $221,793 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
|
1,312 | $221,793 |
All Filings in PSX
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,793 | 1,312 | Shares | Sole | 2026-07-07 | |
| 2023-12-31 | $233,660 | 1,755 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $287,879 | 2,396 | Shares | Sole | 2023-11-07 | |
| No filing history on record for this holder in this stock. | ||||||