Position in PSX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,282,920
-$154,298 QoQ
Shares Held
7,589
-3.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.72%
of 13F equity value
Holder Rank
#797
of 2,093 holders
Holding Since
Dec 2022
15 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, 2026Stegent Equity Advisors, Inc. holds $1,282,920 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
|
7,589 | $1,282,920 |
All Filings in PSX
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,282,920 | 7,589 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,437,218 | 7,889 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,052,579 | 8,157 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,109,515 | 8,157 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $976,470 | 8,185 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,010,683 | 8,185 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $641,653 | 5,632 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $740,326 | 5,632 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $795,069 | 5,632 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $919,930 | 5,632 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $759,164 | 5,702 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $696,269 | 5,795 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $552,727 | 5,795 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $601,588 | 5,934 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $641,340 | 6,162 | Shares | Sole | 2023-02-02 | |
| No filing history on record for this holder in this stock. | ||||||