Position in PSX
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$364,978
-$5,393 QoQ
Shares Held
2,159
+6.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,351
of 2,091 holders
Holding Since
Dec 2021
14 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, 2026Sandy Cove Advisors, LLC holds $587,666 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (62.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
2,159 | $364,978 | |
| 2 | MPC |
Marathon Petroleum Corp
|
871 | $222,688 |
All Filings in PSX
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $364,978 | 2,159 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $370,371 | 2,033 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $249,176 | 1,931 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $250,820 | 1,844 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $217,722 | 1,825 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $242,514 | 1,964 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $208,833 | 1,833 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $247,520 | 1,883 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $264,270 | 1,872 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $305,445 | 1,870 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $241,915 | 1,817 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $250,993 | 2,089 | Shares | Sole | 2023-11-13 | |
| 2022-03-31 | $133,558 | 1,546 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $112,023 | 1,546 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||