Position in PSX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$120,870
-$9,388 QoQ
Shares Held
715
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,785
of 2,091 holders
Holding Since
Dec 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, 2026MILLER WEALTH ADVISORS, LLC holds $289,114 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (41.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
646 | $168,244 | |
| 2 | PSX |
Phillips 66
This page
|
715 | $120,870 |
All Filings in PSX
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $120,870 | 715 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $130,258 | 715 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $91,747 | 711 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $96,166 | 707 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $83,748 | 702 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $86,065 | 697 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $78,839 | 692 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $90,437 | 688 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $96,560 | 684 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $111,071 | 680 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $90,135 | 677 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $80,860 | 673 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $63,809 | 669 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $4,967 | 49 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $115,112 | 1,106 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $52,468 | 650 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $53,293 | 650 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $55,807 | 646 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $46,446 | 641 | Shares | Sole | 2022-08-08 | |
| No filing history on record for this holder in this stock. | ||||||