Position in PSX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,085,301
+$5,521 QoQ
Shares Held
6,420
+8.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#852
of 2,093 holders
Holding Since
Sep 2025
4 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, 2026Caerus Investment Advisors, LLC holds $1,085,301 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
|
6,420 | $1,085,301 |
All Filings in PSX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,085,301 | 6,420 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,079,780 | 5,927 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $1,051,417 | 8,148 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $752,734 | 5,534 | Shares | Sole | 2025-11-20 | |
| No filing history on record for this holder in this stock. | ||||||