Position in PSX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$53,081
+$13,913 QoQ
Shares Held
314
+46.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,870
of 2,091 holders
Holding Since
Sep 2021
19 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, 2026Bell Investment Advisors, Inc holds $126,349 across 7 Oil & Gas Refining & Marketing names. PSX ranks #1 (42.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
314 | $53,081 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
129 | $33,596 | |
| 3 | MPC |
Marathon Petroleum Corp
|
106 | $27,101 | |
| 4 | DINO |
HF Sinclair Corp
|
94 | $6,547 | |
| 5 | PARR |
Par Pacific Holdings, Inc.
|
57 | $3,196 | |
| 6 | PBF |
PBF Energy Inc.
|
52 | $2,367 | |
| 7 | UGP |
Ultrapar Holdings Inc
|
92 | $461 |
All Filings in PSX
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,081 | 314 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $39,168 | 215 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $28,130 | 218 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $20,539 | 151 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $19,445 | 163 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $20,250 | 164 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $33,723 | 296 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $43,247 | 329 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $46,444 | 329 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $49,328 | 302 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $40,208 | 302 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $36,765 | 306 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $16,023 | 168 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $17,031 | 168 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $17,693 | 170 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $7,749 | 96 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $9,756 | 119 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $6,521 | 90 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $9,874 | 141 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||